+58.2%
QQQI vs NVT
+178.5%
-120.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.8% | -0.3% |
| 7D | -0.3% | +4.1% | -4.4% | -1.5% |
| 30D | -0.3% | -5.1% | +4.8% | +0.9% |
| 3M | +1.3% | -1.2% | +2.5% | +0.9% |
| 6M | +11.5% | +46.6% | -35.1% | -0.8% |
| YTD | +11.3% | +60.0% | -48.7% | -3.7% |
| 1Y | +16.9% | +70.8% | -53.9% | -1.2% |
| All | +58.2% | +178.5% | -120.3% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling