-43.1%
PATH vs QQQI
+57.7%
-100.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.9% |
| 7D | -24.6% | +0.8% | -25.4% | -25.3% |
| 30D | -13.0% | +0.2% | -13.1% | -13.0% |
| 3M | +26.2% | +2.3% | +23.9% | +21.9% |
| 6M | +13.4% | +11.6% | +1.8% | -2.6% |
| YTD | -17.2% | +11.3% | -28.5% | -28.8% |
| 1Y | +14.0% | +17.4% | -3.4% | -8.0% |
| All | -43.1% | +57.7% | -100.8% | -68.7% |
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