+2.1%
QQQI vs NVD
-17.3%
+19.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +18.7% | -24.3% | -2.6% |
| 7D | -8.5% | +33.7% | -42.2% | -3.5% |
| 30D | -12.7% | +65.8% | -78.5% | -4.7% |
| 3M | -7.7% | +31.8% | -39.5% | -1.9% |
| 6M | -4.6% | -5.9% | +1.2% | -2.3% |
| YTD | +2.1% | -23.5% | +25.6% | +2.0% |
| 1Y | +2.1% | -20.0% | +22.0% | +3.5% |
| All | +2.1% | -17.3% | +19.4% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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