+5.0%
QQQI vs NTRS
+37.5%
-32.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -4.2% | +2.1% | -6.3% | -4.6% |
| 30D | -11.6% | +2.7% | -14.3% | -12.0% |
| 3M | -6.4% | -5.7% | -0.6% | -5.0% |
| 6M | -4.7% | +6.8% | -11.5% | -6.3% |
| YTD | +3.3% | +28.4% | -25.0% | -4.5% |
| 1Y | +5.0% | +37.5% | -32.5% | -5.0% |
| All | +5.0% | +37.5% | -32.4% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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