+58.2%
QQQI vs LYV
+90.3%
-32.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | -0.3% | -1.9% | +1.6% | +0.1% |
| 30D | -0.3% | -8.2% | +7.9% | +1.8% |
| 3M | +1.3% | -1.3% | +2.6% | +1.3% |
| 6M | +11.5% | +2.6% | +8.9% | +9.9% |
| YTD | +11.3% | +19.4% | -8.1% | +5.0% |
| 1Y | +16.9% | -2.2% | +19.1% | +17.3% |
| All | +58.2% | +90.3% | -32.1% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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