+117.5%
NTAP vs QQQI
+57.7%
+59.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.1% |
| 7D | +2.2% | +0.8% | +1.4% | +1.3% |
| 30D | -7.0% | +0.2% | -7.2% | -7.2% |
| 3M | +12.3% | +2.3% | +10.0% | +9.0% |
| 6M | +85.1% | +11.6% | +73.5% | +62.8% |
| YTD | +74.8% | +11.3% | +63.5% | +54.5% |
| 1Y | +52.7% | +17.4% | +35.3% | +26.7% |
| All | +117.5% | +57.7% | +59.8% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling