-45.5%
PATH vs QQQI
+46.4%
-91.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -1.4% |
| 7D | -5.3% | -4.2% | -1.1% | -0.8% |
| 30D | -0.5% | -11.6% | +11.0% | +13.9% |
| 3M | -7.1% | -6.4% | -0.8% | -0.4% |
| 6M | +23.8% | -4.7% | +28.5% | +28.6% |
| YTD | -20.7% | +3.3% | -24.0% | -26.2% |
| 1Y | -8.1% | +5.0% | -13.1% | -16.5% |
| All | -45.5% | +46.4% | -91.9% | -67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling