+58.2%
QQQI vs GPC
+3.6%
+54.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | +0.8% | -0.6% | +1.5% | +0.9% |
| 30D | +0.2% | +1.3% | -1.2% | 0.0% |
| 3M | +2.3% | +37.1% | -34.8% | -1.6% |
| 6M | +11.6% | +23.2% | -11.6% | +8.6% |
| YTD | +11.3% | +13.1% | -1.8% | +8.9% |
| 1Y | +17.4% | +0.9% | +16.6% | +16.7% |
| All | +58.2% | +3.6% | +54.6% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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