-17.7%
ROL vs QQQI
+56.3%
-74.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -3.2% | -1.0% | -2.2% | -3.1% |
| 30D | -6.6% | -0.6% | -6.1% | -6.6% |
| 3M | -27.3% | +3.4% | -30.7% | -27.9% |
| 6M | -38.1% | +10.6% | -48.7% | -39.8% |
| YTD | -41.8% | +10.3% | -52.1% | -43.3% |
| 1Y | -37.8% | +16.3% | -54.1% | -40.4% |
| All | -17.7% | +56.3% | -74.0% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling