-71.4%
OPEN vs QQQI
+8.3%
-79.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.0% | +12.8% | +11.8% |
| 7D | +3.7% | -4.2% | +7.9% | +13.2% |
| 30D | -14.3% | -7.1% | -7.2% | -0.5% |
| 3M | -51.9% | -2.7% | -49.3% | -49.3% |
| 6M | -61.4% | +2.0% | -63.4% | -64.2% |
| YTD | -66.0% | +8.2% | -74.3% | -73.1% |
| 1Y | -71.4% | +8.9% | -80.3% | -77.4% |
| All | -71.4% | +8.3% | -79.7% | -77.4% |
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 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