-16.7%
NVO vs QQQI
+16.9%
-33.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.6% |
| 7D | -7.6% | -0.3% | -7.2% | -7.4% |
| 30D | -6.0% | -0.3% | -5.7% | -5.9% |
| 3M | -0.8% | +1.3% | -2.1% | -2.6% |
| 6M | +16.5% | +11.5% | +5.0% | +0.1% |
| YTD | -11.1% | +11.3% | -22.4% | -22.8% |
| 1Y | -16.7% | +16.9% | -33.6% | -34.1% |
| All | -16.7% | +16.9% | -33.7% | -34.1% |
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