+58.2%
QQQI vs GNRC
+62.1%
-3.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +0.4% |
| 7D | -0.3% | -0.2% | -0.2% | -0.3% |
| 30D | -0.3% | -15.7% | +15.5% | +2.7% |
| 3M | +1.3% | -27.3% | +28.7% | +6.8% |
| 6M | +11.5% | -12.1% | +23.5% | +13.0% |
| YTD | +11.3% | +37.1% | -25.8% | +3.3% |
| 1Y | +16.9% | -0.5% | +17.3% | +14.8% |
| All | +58.2% | +62.1% | -3.9% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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