+58.2%
QQQI vs ECL
+42.2%
+16.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ECL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -0.3% | -1.1% | +0.8% | -0.1% |
| 30D | -0.3% | -0.8% | +0.5% | -0.1% |
| 3M | +1.3% | +5.0% | -3.7% | -0.4% |
| 6M | +11.5% | +0.2% | +11.2% | +11.0% |
| YTD | +11.3% | +5.8% | +5.5% | +8.5% |
| 1Y | +16.9% | +1.5% | +15.3% | +15.4% |
| All | +58.2% | +42.2% | +16.0% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ECL.
Daily Out/Under-Performance
Portfolio return minus ECL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ECL 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 ECL 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