-5.4%
NVTS vs QQQI
+8.9%
-14.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +8.0% | +5.0% |
| 7D | -0.3% | -4.2% | +3.9% | +19.0% |
| 30D | -24.4% | -7.1% | -17.3% | +3.4% |
| 3M | -26.5% | -2.7% | -23.8% | -15.6% |
| 6M | -41.4% | +2.0% | -43.4% | -40.2% |
| YTD | +30.7% | +8.2% | +22.5% | +10.5% |
| All | -5.4% | +8.9% | -14.3% | -17.9% |
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