+82.2%
NVTS vs QQQI
+56.3%
+25.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -1.3% |
| 7D | +0.5% | -1.0% | +1.5% | +3.6% |
| 30D | -18.0% | -0.6% | -17.4% | -16.3% |
| 3M | -45.6% | +3.4% | -49.0% | -48.0% |
| 6M | +28.5% | +10.6% | +17.8% | +9.0% |
| YTD | +56.2% | +10.3% | +45.9% | +36.6% |
| 1Y | +97.7% | +16.3% | +81.3% | +58.0% |
| All | +82.2% | +56.3% | +25.9% | -2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling