+31.9%
NXPI vs QQQI
+8.3%
+23.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | -0.6% |
| 7D | +5.3% | -4.2% | +9.5% | +11.8% |
| 30D | +9.5% | -7.1% | +16.6% | +21.5% |
| 3M | +12.0% | -2.7% | +14.7% | +16.0% |
| 6M | -8.1% | +2.0% | -10.1% | -9.1% |
| YTD | +23.7% | +8.2% | +15.5% | +14.6% |
| 1Y | +31.9% | +8.9% | +23.0% | +21.7% |
| All | +31.9% | +8.3% | +23.6% | +21.7% |
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