+207.4%
ZETA vs QQQI
+56.3%
+151.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.9% |
| 7D | -6.5% | -1.0% | -5.4% | -4.9% |
| 30D | +4.8% | -0.6% | +5.4% | +5.9% |
| 3M | +53.3% | +3.4% | +50.0% | +42.2% |
| 6M | +66.8% | +10.6% | +56.2% | +37.1% |
| YTD | +50.2% | +10.3% | +39.9% | +25.4% |
| 1Y | +62.0% | +16.3% | +45.7% | +25.1% |
| All | +207.4% | +56.3% | +151.2% | +75.3% |
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