-45.6%
PATH vs QQQI
+51.0%
-96.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -3.6% |
| 7D | -2.7% | -0.1% | -2.6% | -2.9% |
| 30D | -3.7% | -8.3% | +4.5% | +5.8% |
| 3M | -13.8% | -4.3% | -9.5% | -9.8% |
| 6M | +20.3% | -3.1% | +23.4% | +22.9% |
| YTD | -20.8% | +6.6% | -27.4% | -28.9% |
| 1Y | -9.2% | +8.6% | -17.8% | -20.6% |
| All | -45.6% | +51.0% | -96.5% | -68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling