+40.6%
NVDL vs QQQI
+19.4%
+21.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.1% |
| 7D | +11.7% | +0.4% | +11.3% | +10.4% |
| 30D | +7.8% | +1.0% | +6.9% | +5.8% |
| 3M | +3.3% | -1.2% | +4.5% | +11.3% |
| 6M | +38.9% | +11.6% | +27.3% | +1.0% |
| YTD | +28.5% | +11.7% | +16.8% | -5.7% |
| 1Y | +40.6% | +18.7% | +21.9% | -25.4% |
| All | +40.6% | +19.4% | +21.2% | -25.4% |
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 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