+58.2%
QQQI vs PRU
+27.6%
+30.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | +0.8% | -1.9% | +2.7% | +1.4% |
| 30D | +0.2% | -2.6% | +2.7% | +0.9% |
| 3M | +2.3% | +14.7% | -12.4% | -2.5% |
| 6M | +11.6% | +25.7% | -14.1% | +2.6% |
| YTD | +11.3% | +8.3% | +3.0% | +7.7% |
| 1Y | +17.4% | +17.3% | +0.1% | +10.0% |
| All | +58.2% | +27.6% | +30.6% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling