+12.2%
PCAR vs QQQI
+8.3%
+3.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.1% | +3.6% |
| 7D | +3.7% | -4.2% | +7.9% | +5.9% |
| 30D | -2.9% | -7.1% | +4.2% | +0.8% |
| 3M | -21.7% | -2.7% | -19.1% | -21.0% |
| 6M | -6.6% | +2.0% | -8.6% | -9.0% |
| YTD | -2.2% | +8.2% | -10.5% | -9.2% |
| 1Y | +12.2% | +8.9% | +3.3% | +4.2% |
| All | +12.2% | +8.3% | +3.9% | +4.2% |
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