+58.2%
QQQI vs HRB
+2.9%
+55.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | -0.3% | -8.0% | +7.7% | -0.3% |
| 30D | -0.3% | -16.0% | +15.7% | -0.2% |
| 3M | +1.3% | +26.9% | -25.5% | +0.9% |
| 6M | +11.5% | +51.1% | -39.6% | +9.9% |
| YTD | +11.3% | +7.1% | +4.2% | +12.3% |
| 1Y | +16.9% | -9.6% | +26.5% | +19.4% |
| All | +58.2% | +2.9% | +55.3% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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