+58.2%
QQQI vs PODD
-33.4%
+91.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.1% |
| 7D | -0.3% | -10.5% | +10.2% | +0.6% |
| 30D | -0.3% | -9.0% | +8.7% | +0.5% |
| 3M | +1.3% | -11.5% | +12.9% | +1.8% |
| 6M | +11.5% | -44.7% | +56.2% | +19.5% |
| YTD | +11.3% | -53.6% | +64.9% | +22.4% |
| 1Y | +16.9% | -61.0% | +77.8% | +32.0% |
| All | +58.2% | -33.4% | +91.6% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling