+2.1%
QQQI vs FTV
+30.5%
-28.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.3% | -1.4% | -5.2% |
| 7D | -8.5% | -0.6% | -7.9% | -8.3% |
| 30D | -12.7% | +13.0% | -25.7% | -13.5% |
| 3M | -7.7% | +6.8% | -14.5% | -8.1% |
| 6M | -4.6% | +8.0% | -12.7% | -5.1% |
| YTD | +2.1% | +18.9% | -16.8% | +0.8% |
| 1Y | +2.1% | +30.8% | -28.7% | +0.5% |
| All | +2.1% | +30.5% | -28.4% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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