+58.2%
QQQI vs RVTY
+14.2%
+44.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.4% |
| 7D | -0.3% | -4.5% | +4.2% | +0.5% |
| 30D | -0.3% | +5.5% | -5.7% | -1.4% |
| 3M | +1.3% | +22.5% | -21.2% | -3.0% |
| 6M | +11.5% | +38.9% | -27.4% | +3.6% |
| YTD | +11.3% | +28.7% | -17.5% | +4.6% |
| 1Y | +16.9% | +45.5% | -28.6% | +6.6% |
| All | +58.2% | +14.2% | +44.0% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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