+67.8%
ZETA vs QQQI
+19.4%
+48.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.3% |
| 7D | +2.7% | +0.4% | +2.2% | +2.0% |
| 30D | +15.8% | +1.0% | +14.8% | +14.3% |
| 3M | +35.4% | -1.2% | +36.6% | +38.6% |
| 6M | +67.1% | +11.6% | +55.5% | +28.2% |
| YTD | +54.1% | +11.7% | +42.4% | +19.2% |
| 1Y | +67.8% | +18.7% | +49.1% | +3.7% |
| All | +67.8% | +19.4% | +48.5% | +3.7% |
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