-44.4%
PATH vs QQQI
+51.3%
-95.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +2.4% |
| 7D | +2.1% | +3.3% | -1.3% | -1.7% |
| 30D | +1.6% | -5.8% | +7.4% | +8.3% |
| 3M | -20.4% | -5.0% | -15.4% | -16.1% |
| 6M | +40.1% | -3.2% | +43.3% | +43.4% |
| YTD | -19.0% | +6.8% | -25.8% | -27.4% |
| 1Y | -5.8% | +9.0% | -14.8% | -17.9% |
| All | -44.4% | +51.3% | -95.7% | -68.1% |
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