+8.5%
NXPI vs QQQI
+57.7%
-49.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | +0.1% |
| 7D | -2.3% | +0.8% | -3.1% | -3.6% |
| 30D | -4.3% | +0.2% | -4.5% | -4.6% |
| 3M | -24.7% | +2.3% | -27.0% | -27.0% |
| 6M | +9.7% | +11.6% | -1.9% | -7.2% |
| YTD | +3.8% | +11.3% | -7.5% | -11.8% |
| 1Y | +1.6% | +17.4% | -15.8% | -21.0% |
| All | +8.5% | +57.7% | -49.3% | -44.7% |
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 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