+56.8%
QQQI vs GEN
+30.4%
+26.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -1.0% | -4.3% | +3.3% | -0.2% |
| 30D | -0.6% | +3.8% | -4.3% | -1.3% |
| 3M | +3.4% | +22.3% | -18.9% | -0.8% |
| 6M | +10.6% | +39.0% | -28.3% | +2.7% |
| YTD | +10.3% | +11.9% | -1.6% | +7.7% |
| 1Y | +16.3% | +4.5% | +11.8% | +15.4% |
| All | +56.8% | +30.4% | +26.4% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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