+203.6%
ZETA vs QQQI
+57.7%
+145.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.7% |
| 7D | -3.7% | -0.3% | -3.4% | -3.2% |
| 30D | +5.7% | -0.3% | +6.0% | +6.3% |
| 3M | +50.4% | +1.3% | +49.1% | +45.0% |
| 6M | +65.5% | +11.5% | +54.0% | +34.3% |
| YTD | +48.3% | +11.3% | +37.0% | +22.0% |
| 1Y | +45.4% | +16.9% | +28.5% | +11.4% |
| All | +203.6% | +57.7% | +145.9% | +70.7% |
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 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