+58.2%
QQQI vs NDAQ
+62.7%
-4.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | -0.3% | -5.6% | +5.2% | +1.3% |
| 30D | -0.3% | -4.4% | +4.1% | +0.9% |
| 3M | +1.3% | +5.9% | -4.5% | -0.8% |
| 6M | +11.5% | +7.7% | +3.7% | +8.0% |
| YTD | +11.3% | -5.2% | +16.4% | +12.9% |
| 1Y | +16.9% | -3.4% | +20.2% | +17.5% |
| All | +58.2% | +62.7% | -4.5% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling