-69.9%
PRQR vs SPY
+81.8%
-151.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.4% |
| 7D | -3.3% | +0.5% | -3.9% | -3.9% |
| 30D | +9.3% | -0.9% | +10.3% | +10.2% |
| 3M | +34.0% | +3.9% | +30.1% | +28.9% |
| 6M | +15.2% | +14.5% | +0.6% | +0.8% |
| YTD | +1.5% | +12.9% | -11.4% | -10.1% |
| 1Y | -12.0% | +19.4% | -31.4% | -26.2% |
| 3Y | +33.1% | +78.5% | -45.3% | -23.5% |
| 5Y | -69.9% | +81.8% | -151.6% | -77.3% |
| All | -69.9% | +81.8% | -151.7% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SPY 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling