+58.2%
QQQI vs NTNX
+15.7%
+42.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -0.3% | -3.1% | +2.8% | +0.1% |
| 30D | -0.3% | +2.0% | -2.2% | -0.6% |
| 3M | +1.3% | +34.0% | -32.6% | -2.9% |
| 6M | +11.5% | +72.4% | -60.9% | +2.2% |
| YTD | +11.3% | +27.5% | -16.2% | +6.8% |
| 1Y | +16.9% | -18.7% | +35.6% | +21.3% |
| All | +58.2% | +15.7% | +42.5% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTNX.
Daily Out/Under-Performance
Portfolio return minus NTNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTNX 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 NTNX 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