-17.3%
PCG vs QQQI
+57.7%
-75.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.8% |
| 7D | -3.5% | -0.3% | -3.1% | -3.4% |
| 30D | -20.6% | -0.3% | -20.3% | -20.6% |
| 3M | -17.6% | +1.3% | -18.9% | -18.0% |
| 6M | -23.5% | +11.5% | -35.0% | -26.1% |
| YTD | -13.6% | +11.3% | -24.9% | -16.7% |
| 1Y | -11.3% | +16.9% | -28.2% | -16.1% |
| All | -17.3% | +57.7% | -75.0% | -26.9% |
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