+58.2%
QQQI vs ARWR
+142.3%
-84.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.3% | -4.0% | +3.7% | 0.0% |
| 30D | -0.3% | -5.0% | +4.8% | +0.2% |
| 3M | +1.3% | +11.3% | -10.0% | 0.0% |
| 6M | +11.5% | +42.6% | -31.1% | +7.0% |
| YTD | +11.3% | +24.8% | -13.5% | +7.9% |
| 1Y | +16.9% | +178.8% | -161.9% | +3.3% |
| All | +58.2% | +142.3% | -84.1% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling