+2.1%
QQQI vs NVDX
-38.0%
+40.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -18.4% | +12.8% | -2.6% |
| 7D | -8.5% | -28.9% | +20.4% | -3.5% |
| 30D | -12.7% | -44.1% | +31.3% | -4.6% |
| 3M | -7.7% | -36.0% | +28.3% | -1.7% |
| 6M | -4.6% | -26.7% | +22.0% | -1.8% |
| YTD | +2.1% | -26.1% | +28.2% | +3.1% |
| 1Y | +2.1% | -35.7% | +37.8% | +4.8% |
| All | +2.1% | -38.0% | +40.1% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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