+66.5%
NU vs QQQI
+57.7%
+8.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.7% |
| 7D | -4.9% | -0.3% | -4.5% | -4.5% |
| 30D | +7.8% | -0.3% | +8.1% | +8.2% |
| 3M | +20.9% | +1.3% | +19.6% | +18.3% |
| 6M | +0.9% | +11.5% | -10.6% | -12.8% |
| YTD | -12.7% | +11.3% | -23.9% | -24.1% |
| 1Y | -6.4% | +16.9% | -23.3% | -23.4% |
| All | +66.5% | +57.7% | +8.8% | -2.8% |
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