+58.2%
QQQI vs FRSH
-48.8%
+107.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -0.3% | -6.6% | +6.3% | +0.4% |
| 30D | -0.3% | +2.1% | -2.4% | -0.6% |
| 3M | +1.3% | +29.0% | -27.6% | -2.1% |
| 6M | +11.5% | +48.6% | -37.1% | +5.1% |
| YTD | +11.3% | -2.9% | +14.2% | +11.4% |
| 1Y | +16.9% | -7.9% | +24.8% | +17.8% |
| All | +58.2% | -48.8% | +107.0% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 all: compounded portfolio wealth divided by compounded FRSH 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…
all analysis · Full analysis span regression · 6 months rolling