+58.2%
QQQI vs CNH
+24.0%
+34.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.6% |
| 7D | +0.8% | +1.8% | -1.0% | +0.5% |
| 30D | +0.2% | +32.6% | -32.5% | -4.9% |
| 3M | +2.3% | +29.4% | -27.1% | -2.6% |
| 6M | +11.6% | +26.0% | -14.4% | +6.3% |
| YTD | +11.3% | +52.2% | -40.9% | +1.6% |
| 1Y | +17.4% | +23.9% | -6.4% | +11.8% |
| All | +58.2% | +24.0% | +34.3% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 all: compounded portfolio wealth divided by compounded CNH 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…
all analysis · Full analysis span regression · 6 months rolling