-15.5%
OPEN vs QQQI
+57.7%
-73.2%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -1.9% |
| 7D | -2.9% | +0.8% | -3.7% | -4.3% |
| 30D | -13.8% | +0.2% | -13.9% | -13.9% |
| 3M | -30.9% | +2.3% | -33.2% | -33.5% |
| 6M | -40.9% | +11.6% | -52.5% | -51.1% |
| YTD | -48.5% | +11.3% | -59.8% | -57.1% |
| 1Y | -50.9% | +17.4% | -68.3% | -61.7% |
| All | -15.5% | +57.7% | -73.2% | -59.2% |
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