+58.2%
QQQI vs PSA
+14.3%
+43.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.8% |
| 7D | -0.3% | -1.8% | +1.5% | -0.1% |
| 30D | -0.3% | -8.4% | +8.1% | +0.7% |
| 3M | +1.3% | -7.8% | +9.2% | +2.2% |
| 6M | +11.5% | +0.8% | +10.7% | +10.5% |
| YTD | +11.3% | +16.5% | -5.2% | +7.9% |
| 1Y | +16.9% | +4.7% | +12.2% | +15.2% |
| All | +58.2% | +14.3% | +43.9% | +51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling