+91.3%
NVTS vs QQQI
+16.9%
+74.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +0.7% |
| 7D | -1.4% | -0.3% | -1.1% | +0.1% |
| 30D | -16.5% | -0.3% | -16.2% | -15.1% |
| 3M | -47.6% | +1.3% | -49.0% | -48.2% |
| 6M | +7.3% | +11.5% | -4.2% | -22.5% |
| YTD | +62.9% | +11.3% | +51.6% | +21.5% |
| 1Y | +91.3% | +16.9% | +74.4% | +13.6% |
| All | +91.3% | +16.9% | +74.3% | +13.6% |
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