+58.2%
QQQI vs NWSA
+20.4%
+37.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.3% | -2.8% | +2.5% | +0.4% |
| 30D | -0.3% | +3.0% | -3.3% | -1.1% |
| 3M | +1.3% | +12.3% | -11.0% | -2.2% |
| 6M | +11.5% | +21.9% | -10.4% | +4.2% |
| YTD | +11.3% | +13.6% | -2.3% | +6.6% |
| 1Y | +16.9% | +0.5% | +16.4% | +17.6% |
| All | +58.2% | +20.4% | +37.8% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 all: compounded portfolio wealth divided by compounded NWSA 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…
all analysis · Full analysis span regression · 6 months rolling