+58.2%
QQQI vs PL
+614.5%
-556.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | 0.0% |
| 7D | +0.8% | -13.9% | +14.7% | +1.9% |
| 30D | +0.2% | -25.5% | +25.6% | +2.2% |
| 3M | +2.3% | -44.8% | +47.1% | +6.3% |
| 6M | +11.6% | -33.3% | +44.9% | +13.2% |
| YTD | +11.3% | -12.7% | +24.0% | +10.3% |
| 1Y | +17.4% | +90.9% | -73.5% | +8.8% |
| All | +58.2% | +614.5% | -556.3% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling