-5.8%
PATH vs QQQI
+7.5%
-13.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.9% |
| 7D | +2.1% | +3.3% | -1.3% | +0.1% |
| 30D | +1.6% | -5.8% | +7.4% | +5.2% |
| 3M | -20.4% | -5.0% | -15.4% | -18.0% |
| 6M | +40.1% | -3.2% | +43.3% | +43.5% |
| YTD | -19.0% | +6.8% | -25.8% | -22.9% |
| 1Y | -5.8% | +9.0% | -14.8% | -12.4% |
| All | -5.8% | +7.5% | -13.3% | -12.4% |
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