+21.1%
NVDL vs QQQI
+11.3%
+9.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -2.7% |
| 7D | -10.3% | -0.3% | -10.0% | -9.4% |
| 30D | -7.1% | -0.3% | -6.8% | -5.7% |
| 3M | +6.6% | +1.3% | +5.2% | +5.2% |
| 6M | +21.1% | +11.5% | +9.6% | -7.5% |
| All | +21.1% | +11.3% | +9.7% | -7.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling