-26.7%
ZTS vs QQQI
+8.3%
-35.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.0% | +6.5% | +7.6% |
| 7D | +15.4% | -4.2% | +19.7% | +15.0% |
| 30D | +25.8% | -7.1% | +32.8% | +25.3% |
| 3M | +18.1% | -2.7% | +20.8% | +17.7% |
| 6M | -19.7% | +2.0% | -21.7% | -21.6% |
| YTD | -27.5% | +8.2% | -35.7% | -31.6% |
| 1Y | -26.7% | +8.9% | -35.6% | -31.0% |
| All | -26.7% | +8.3% | -35.1% | -31.0% |
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