+58.2%
QQQI vs PHM
+11.8%
+46.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.7% |
| 7D | -0.3% | -5.0% | +4.6% | +0.4% |
| 30D | -0.3% | -8.4% | +8.2% | +0.9% |
| 3M | +1.3% | -4.4% | +5.8% | +1.7% |
| 6M | +11.5% | -3.7% | +15.2% | +11.5% |
| YTD | +11.3% | +1.3% | +10.0% | +10.1% |
| 1Y | +16.9% | -14.0% | +30.9% | +18.6% |
| All | +58.2% | +11.8% | +46.4% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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