+8.9%
QQQI vs PR
+87.5%
-78.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.5% | +7.5% | +0.4% |
| 7D | -4.2% | -12.1% | +7.9% | -5.3% |
| 30D | -7.1% | +0.9% | -8.0% | -6.8% |
| 3M | -2.7% | +10.1% | -12.8% | -1.4% |
| 6M | +2.0% | +1.1% | +0.9% | +2.8% |
| YTD | +8.2% | +63.7% | -55.4% | +12.8% |
| 1Y | +8.9% | +87.0% | -78.1% | +15.4% |
| All | +8.9% | +87.5% | -78.6% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 1y: compounded portfolio wealth divided by compounded PR 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…
1y analysis · Full analysis span regression · 6 months rolling