+11.6%
QQQI vs PTC
-20.1%
+31.7%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.0% | -0.3% |
| 7D | +0.8% | -13.6% | +14.4% | +0.3% |
| 30D | +0.2% | -14.7% | +14.8% | -0.3% |
| 3M | +2.3% | -5.9% | +8.2% | +3.6% |
| 6M | +11.6% | -21.1% | +32.7% | +19.8% |
| All | +11.6% | -20.1% | +31.7% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 6mo: compounded portfolio wealth divided by compounded PTC 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…
6mo analysis · Full analysis span regression · 6 months rolling