+16.9%
QQQI vs PSA
+6.8%
+10.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.9% |
| 7D | -0.3% | -1.8% | +1.5% | -0.3% |
| 30D | -0.3% | -8.4% | +8.1% | -0.2% |
| 3M | +1.3% | -7.8% | +9.2% | +1.4% |
| 6M | +11.5% | +0.8% | +10.7% | +9.4% |
| YTD | +11.3% | +16.5% | -5.2% | +9.3% |
| 1Y | +16.9% | +4.7% | +12.2% | +14.4% |
| All | +16.9% | +6.8% | +10.1% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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