+4.9%
ON vs QQQI
+57.7%
-52.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.9% | +7.6% | +6.7% |
| 7D | +2.4% | -0.3% | +2.7% | +3.2% |
| 30D | -8.6% | -0.3% | -8.3% | -7.9% |
| 3M | -34.3% | +1.3% | -35.7% | -34.5% |
| 6M | +28.5% | +11.5% | +17.0% | +9.0% |
| YTD | +40.6% | +11.3% | +29.3% | +19.5% |
| 1Y | +55.3% | +16.9% | +38.4% | +21.0% |
| All | +4.9% | +57.7% | -52.8% | -48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling