-50.6%
ZTS vs QQQI
+16.9%
-67.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -3.7% | -0.3% | -3.4% | -3.7% |
| 30D | -0.8% | -0.3% | -0.5% | -0.8% |
| 3M | -9.7% | +1.3% | -11.1% | -10.0% |
| 6M | -38.4% | +11.5% | -49.9% | -42.3% |
| YTD | -41.1% | +11.3% | -52.4% | -45.0% |
| 1Y | -50.6% | +16.9% | -67.5% | -54.5% |
| All | -50.6% | +16.9% | -67.6% | -54.5% |
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 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