+58.2%
QQQI vs LEN
-42.9%
+101.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.6% |
| 7D | -0.3% | -4.8% | +4.4% | +0.3% |
| 30D | -0.3% | -6.6% | +6.3% | +0.5% |
| 3M | +1.3% | -15.7% | +17.0% | +3.4% |
| 6M | +11.5% | -16.6% | +28.1% | +13.6% |
| YTD | +11.3% | -21.3% | +32.6% | +13.8% |
| 1Y | +16.9% | -42.0% | +58.9% | +24.5% |
| All | +58.2% | -42.9% | +101.1% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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