+58.2%
QQQI vs PNR
-18.5%
+76.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.3% | -6.0% | +5.7% | +1.3% |
| 30D | -0.3% | -14.0% | +13.7% | +3.7% |
| 3M | +1.3% | -21.7% | +23.0% | +7.4% |
| 6M | +11.5% | -37.3% | +48.8% | +26.4% |
| YTD | +11.3% | -45.1% | +56.4% | +31.4% |
| 1Y | +16.9% | -49.1% | +66.0% | +41.9% |
| All | +58.2% | -18.5% | +76.7% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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