+5.0%
QQQI vs NYT
+19.3%
-14.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.3% | -3.0% | +1.3% |
| 7D | -4.2% | -2.6% | -1.6% | -4.3% |
| 30D | -11.6% | +5.3% | -16.9% | -11.5% |
| 3M | -6.4% | +5.9% | -12.3% | -6.3% |
| 6M | -4.7% | -17.8% | +13.0% | -3.8% |
| YTD | +3.3% | -0.3% | +3.7% | +3.6% |
| 1Y | +5.0% | +15.4% | -10.3% | +6.4% |
| All | +5.0% | +19.3% | -14.2% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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