-12.7%
NVO vs QQQI
+2.7%
-15.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.7% | +1.2% | -2.1% |
| 7D | +3.0% | -8.5% | +11.5% | +6.5% |
| 30D | +7.4% | -12.7% | +20.1% | +13.4% |
| 3M | -8.3% | -7.7% | -0.6% | -5.9% |
| 6M | -9.0% | -4.6% | -4.4% | -12.0% |
| YTD | -16.8% | +2.1% | -18.9% | -25.5% |
| 1Y | -12.7% | +2.1% | -14.8% | -21.6% |
| All | -12.7% | +2.7% | -15.4% | -21.6% |
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