+68.1%
NTAP vs QQQI
+8.3%
+59.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -2.8% |
| 7D | -16.1% | -4.2% | -11.8% | -11.8% |
| 30D | -15.9% | -7.1% | -8.9% | -8.8% |
| 3M | -1.2% | -2.7% | +1.4% | +2.5% |
| 6M | +70.1% | +2.0% | +68.1% | +69.7% |
| YTD | +77.9% | +8.2% | +69.7% | +69.4% |
| 1Y | +68.1% | +8.9% | +59.2% | +59.6% |
| All | +68.1% | +8.3% | +59.8% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded QQQI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling