+2.1%
QQQI vs LUNR
-19.1%
+21.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -13.2% | +7.5% | -4.7% |
| 7D | -8.5% | -26.2% | +17.7% | -6.6% |
| 30D | -12.7% | -42.8% | +30.1% | -9.5% |
| 3M | -7.7% | -38.4% | +30.7% | -5.0% |
| 6M | -4.6% | -65.2% | +60.6% | +0.3% |
| YTD | +2.1% | -46.9% | +49.0% | +3.7% |
| 1Y | +2.1% | -17.4% | +19.5% | -0.2% |
| All | +2.1% | -19.1% | +21.2% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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