+53.3%
QQQI vs PL
+476.8%
-423.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | 0.0% |
| 7D | +5.6% | +22.3% | -16.6% | +3.9% |
| 30D | -6.5% | -8.3% | +1.8% | -6.1% |
| 3M | -3.4% | -43.3% | +39.9% | +0.3% |
| 6M | -1.6% | -65.8% | +64.2% | +5.0% |
| YTD | +7.8% | -29.5% | +37.4% | +8.2% |
| 1Y | +8.1% | +11.7% | -3.7% | +4.2% |
| All | +53.3% | +476.8% | -423.5% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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