-11.2%
PCG vs QQQI
+58.1%
-69.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.7% |
| 7D | +5.4% | +1.3% | +4.1% | +5.1% |
| 30D | -15.1% | +0.2% | -15.3% | -15.2% |
| 3M | -9.8% | +1.5% | -11.3% | -10.3% |
| 6M | -18.0% | +13.2% | -31.3% | -21.2% |
| YTD | -7.2% | +11.6% | -18.8% | -10.6% |
| 1Y | +2.9% | +18.0% | -15.1% | -2.9% |
| All | -11.2% | +58.1% | -69.3% | -21.6% |
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