+56.8%
QQQI vs PSA
+13.5%
+43.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -1.0% | -3.6% | +2.6% | -0.6% |
| 30D | -0.6% | -9.4% | +8.8% | +0.6% |
| 3M | +3.4% | -8.2% | +11.6% | +4.2% |
| 6M | +10.6% | -1.8% | +12.5% | +10.1% |
| YTD | +10.3% | +15.7% | -5.4% | +7.0% |
| 1Y | +16.3% | +6.3% | +10.1% | +14.3% |
| All | +56.8% | +13.5% | +43.3% | +50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling