-1.9%
RIG vs QQQI
+57.7%
-59.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.6% |
| 7D | -3.1% | -0.3% | -2.7% | -2.8% |
| 30D | -0.5% | -0.3% | -0.2% | -0.4% |
| 3M | -6.0% | +1.3% | -7.3% | -8.3% |
| 6M | -10.1% | +11.5% | -21.6% | -22.1% |
| YTD | +37.3% | +11.3% | +26.0% | +19.1% |
| 1Y | +73.9% | +16.9% | +57.0% | +42.3% |
| All | -1.9% | +57.7% | -59.6% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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