+56.8%
QQQI vs PODD
-32.0%
+88.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.5% | -0.7% |
| 7D | -1.0% | -10.6% | +9.5% | -0.1% |
| 30D | -0.6% | -6.9% | +6.4% | 0.0% |
| 3M | +3.4% | -10.6% | +14.0% | +3.8% |
| 6M | +10.6% | -43.5% | +54.1% | +18.3% |
| YTD | +10.3% | -52.6% | +62.9% | +21.2% |
| 1Y | +16.3% | -60.1% | +76.5% | +31.1% |
| All | +56.8% | -32.0% | +88.8% | +61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling