+58.2%
QQQI vs PRU
+29.4%
+28.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.7% |
| 7D | -0.3% | -2.3% | +1.9% | +0.4% |
| 30D | -0.3% | -1.7% | +1.4% | +0.2% |
| 3M | +1.3% | +13.2% | -11.9% | -3.0% |
| 6M | +11.5% | +28.8% | -17.3% | +1.7% |
| YTD | +11.3% | +9.8% | +1.5% | +7.2% |
| 1Y | +16.9% | +17.4% | -0.5% | +9.6% |
| All | +58.2% | +29.4% | +28.8% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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