-36.0%
ROL vs QQQI
+19.4%
-55.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -1.4% | +0.4% | -1.8% | -1.4% |
| 30D | -4.1% | +1.0% | -5.1% | -4.0% |
| 3M | -22.5% | -1.2% | -21.3% | -22.3% |
| 6M | -37.7% | +11.6% | -49.3% | -38.7% |
| YTD | -39.6% | +11.7% | -51.2% | -40.5% |
| 1Y | -36.0% | +18.7% | -54.7% | -37.7% |
| All | -36.0% | +19.4% | -55.4% | -37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling