+44.1%
PPL vs QQQI
+57.7%
-13.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | 0.0% | +0.8% | -0.8% | 0.0% |
| 30D | -1.3% | +0.2% | -1.4% | -1.3% |
| 3M | -2.6% | +2.3% | -4.9% | -2.6% |
| 6M | -8.4% | +11.6% | -20.0% | -8.8% |
| YTD | +0.2% | +11.3% | -11.1% | -0.2% |
| 1Y | -0.2% | +17.4% | -17.7% | -0.9% |
| All | +44.1% | +57.7% | -13.6% | +42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling