+58.2%
QQQI vs PCOR
-26.7%
+84.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.3% | -8.2% | +7.8% | +1.0% |
| 30D | -0.3% | -8.1% | +7.9% | +0.9% |
| 3M | +1.3% | +26.2% | -24.9% | -3.0% |
| 6M | +11.5% | -5.0% | +16.5% | +11.4% |
| YTD | +11.3% | -26.8% | +38.1% | +17.6% |
| 1Y | +16.9% | -24.6% | +41.4% | +21.9% |
| All | +58.2% | -26.7% | +84.9% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 10y: compounded portfolio wealth divided by compounded PCOR 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…
10y analysis · Full analysis span regression · 6 months rolling