+369.3%
NVDL vs QQQI
+57.7%
+311.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -3.7% |
| 7D | -10.3% | -0.3% | -10.0% | -9.0% |
| 30D | -7.1% | -0.3% | -6.8% | -5.1% |
| 3M | +6.6% | +1.3% | +5.2% | +1.6% |
| 6M | +21.1% | +11.5% | +9.6% | -21.7% |
| YTD | +15.2% | +11.3% | +3.9% | -23.7% |
| 1Y | +18.8% | +16.9% | +1.9% | -35.1% |
| All | +369.3% | +57.7% | +311.6% | -17.2% |
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