+58.2%
QQQI vs LTH
+200.1%
-141.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | -0.3% | -4.0% | +3.7% | +0.3% |
| 30D | -0.3% | -5.3% | +5.0% | +0.5% |
| 3M | +1.3% | +19.0% | -17.7% | -1.8% |
| 6M | +11.5% | +55.8% | -44.3% | +2.8% |
| YTD | +11.3% | +56.1% | -44.8% | +2.4% |
| 1Y | +16.9% | +41.3% | -24.4% | +9.4% |
| All | +58.2% | +200.1% | -141.9% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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