-0.3%
ONON vs QQQI
+57.7%
-58.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.1% |
| 7D | -2.1% | -0.3% | -1.7% | -1.7% |
| 30D | -11.6% | -0.3% | -11.3% | -11.3% |
| 3M | -30.1% | +1.3% | -31.4% | -31.6% |
| 6M | -30.5% | +11.5% | -42.0% | -39.8% |
| YTD | -41.0% | +11.3% | -52.3% | -48.8% |
| 1Y | -36.7% | +16.9% | -53.6% | -48.5% |
| All | -0.3% | +57.7% | -58.0% | -41.7% |
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