+5.0%
QQQI vs GWRE
-26.4%
+31.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.8% | +1.3% |
| 7D | -4.2% | -0.7% | -3.5% | -4.2% |
| 30D | -11.6% | -1.6% | -10.0% | -11.6% |
| 3M | -6.4% | +0.9% | -7.2% | -6.5% |
| 6M | -4.7% | +23.1% | -27.9% | -5.1% |
| YTD | +3.3% | -19.7% | +23.0% | +7.4% |
| 1Y | +5.0% | -25.0% | +30.1% | +11.1% |
| All | +5.0% | -26.4% | +31.4% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 1y: compounded portfolio wealth divided by compounded GWRE 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…
1y analysis · Full analysis span regression · 6 months rolling