-73.5%
OPEN vs QQQI
+16.9%
-90.4%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -2.2% |
| 7D | -11.4% | -0.3% | -11.1% | -10.7% |
| 30D | -20.1% | -0.3% | -19.8% | -19.3% |
| 3M | -37.6% | +1.3% | -38.9% | -39.2% |
| 6M | -47.1% | +11.5% | -58.5% | -59.4% |
| YTD | -52.1% | +11.3% | -63.4% | -63.3% |
| 1Y | -73.5% | +16.9% | -90.4% | -77.1% |
| All | -73.5% | +16.9% | -90.4% | -77.1% |
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