+113.0%
NVTS vs QQQI
+19.4%
+93.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +5.6% |
| 7D | +2.7% | +0.4% | +2.3% | +1.1% |
| 30D | -4.5% | +1.0% | -5.4% | -7.5% |
| 3M | -61.5% | -1.2% | -60.3% | -56.6% |
| 6M | +28.0% | +11.6% | +16.4% | -7.8% |
| YTD | +65.3% | +11.7% | +53.6% | +21.2% |
| 1Y | +113.0% | +18.7% | +94.3% | +4.4% |
| All | +113.0% | +19.4% | +93.6% | +4.4% |
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