+56.8%
QQQI vs ARWR
+142.1%
-85.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -1.0% | -4.3% | +3.3% | -0.6% |
| 30D | -0.6% | -7.3% | +6.7% | +0.1% |
| 3M | +3.4% | +17.0% | -13.6% | +1.4% |
| 6M | +10.6% | +39.8% | -29.2% | +6.3% |
| YTD | +10.3% | +24.7% | -14.4% | +6.9% |
| 1Y | +16.3% | +186.5% | -170.1% | +2.5% |
| All | +56.8% | +142.1% | -85.3% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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