-21.1%
OPEN vs QQQI
+56.3%
-77.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -5.1% |
| 7D | -10.5% | -1.0% | -9.5% | -8.7% |
| 30D | -21.8% | -0.6% | -21.2% | -20.7% |
| 3M | -37.5% | +3.4% | -40.9% | -40.8% |
| 6M | -44.1% | +10.6% | -54.7% | -53.0% |
| YTD | -52.0% | +10.3% | -62.3% | -59.2% |
| 1Y | -52.2% | +16.3% | -68.6% | -62.0% |
| All | -21.1% | +56.3% | -77.4% | -61.3% |
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