+56.8%
QQQI vs PFGC
+32.4%
+24.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.6% |
| 7D | -1.0% | -4.8% | +3.8% | 0.0% |
| 30D | -0.6% | -17.2% | +16.6% | +3.3% |
| 3M | +3.4% | -6.3% | +9.7% | +4.2% |
| 6M | +10.6% | +8.8% | +1.8% | +7.1% |
| YTD | +10.3% | +4.9% | +5.4% | +7.2% |
| 1Y | +16.3% | -9.5% | +25.8% | +18.0% |
| All | +56.8% | +32.4% | +24.4% | +40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling