+56.8%
QQQI vs P
+125.8%
-69.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.2% | -0.4% |
| 7D | -1.0% | -4.1% | +3.1% | -0.4% |
| 30D | -0.6% | -14.0% | +13.4% | +1.5% |
| 3M | +3.4% | +41.4% | -38.1% | -3.2% |
| 6M | +10.6% | +54.2% | -43.5% | +1.2% |
| YTD | +10.3% | +40.4% | -30.1% | +1.8% |
| 1Y | +16.3% | +16.0% | +0.4% | +9.1% |
| All | +56.8% | +125.8% | -69.0% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 5y: compounded portfolio wealth divided by compounded P 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…
5y analysis · Full analysis span regression · 6 months rolling