+58.2%
QQQI vs OSCR
+149.4%
-91.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.9% |
| 7D | -0.3% | +1.6% | -2.0% | -0.4% |
| 30D | -0.3% | +10.7% | -11.0% | -0.8% |
| 3M | +1.3% | +13.4% | -12.0% | +0.5% |
| 6M | +11.5% | +144.6% | -133.1% | +5.5% |
| YTD | +11.3% | +128.0% | -116.8% | +5.5% |
| 1Y | +16.9% | +68.7% | -51.8% | +11.9% |
| All | +58.2% | +149.4% | -91.2% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 3y: compounded portfolio wealth divided by compounded OSCR 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…
3y analysis · Full analysis span regression · 6 months rolling