+58.2%
QQQI vs PFGC
+31.9%
+26.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -0.3% | -4.8% | +4.4% | +0.7% |
| 30D | -0.3% | -12.5% | +12.3% | +2.5% |
| 3M | +1.3% | -9.7% | +11.1% | +3.0% |
| 6M | +11.5% | +7.0% | +4.5% | +8.4% |
| YTD | +11.3% | +4.5% | +6.8% | +8.2% |
| 1Y | +16.9% | -11.6% | +28.5% | +19.5% |
| All | +58.2% | +31.9% | +26.3% | +41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling