+58.2%
QQQI vs NSC
+43.0%
+15.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | -0.3% | -2.8% | +2.4% | +0.2% |
| 30D | -0.3% | -4.5% | +4.2% | +0.7% |
| 3M | +1.3% | +3.5% | -2.2% | +0.3% |
| 6M | +11.5% | +8.5% | +3.0% | +8.7% |
| YTD | +11.3% | +12.3% | -1.1% | +7.4% |
| 1Y | +16.9% | +18.9% | -2.1% | +10.9% |
| All | +58.2% | +43.0% | +15.2% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 all: compounded portfolio wealth divided by compounded NSC 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…
all analysis · Full analysis span regression · 6 months rolling