+8.9%
QQQI vs PFGC
+12.5%
-3.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +13.5% | -12.5% | +0.7% |
| 7D | -4.2% | +13.9% | -18.1% | -4.5% |
| 30D | -7.1% | +18.4% | -25.4% | -7.5% |
| 3M | -2.7% | -2.5% | -0.1% | -2.6% |
| 6M | +2.0% | +26.0% | -24.0% | 0.0% |
| YTD | +8.2% | +21.9% | -13.6% | +6.7% |
| 1Y | +8.9% | +13.4% | -4.5% | +6.5% |
| All | +8.9% | +12.5% | -3.6% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 1y: compounded portfolio wealth divided by compounded PFGC 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…
1y analysis · Full analysis span regression · 6 months rolling