+58.6%
QQQI vs P
+142.7%
-84.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.4% |
| 7D | +1.3% | +7.8% | -6.5% | +0.1% |
| 30D | +0.2% | +12.3% | -12.1% | -2.2% |
| 3M | +1.5% | +37.1% | -35.6% | -4.5% |
| 6M | +13.2% | +66.1% | -52.8% | +2.3% |
| YTD | +11.6% | +50.9% | -39.4% | +1.9% |
| 1Y | +18.0% | +27.2% | -9.2% | +9.0% |
| All | +58.6% | +142.7% | -84.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling