+58.2%
QQQI vs RACE
+22.0%
+36.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | -0.3% | +0.9% | -1.3% | -0.5% |
| 30D | -0.3% | +1.6% | -1.9% | -0.6% |
| 3M | +1.3% | +13.2% | -11.8% | -1.2% |
| 6M | +11.5% | +22.9% | -11.4% | +6.6% |
| YTD | +11.3% | +13.3% | -2.0% | +7.9% |
| 1Y | +16.9% | -12.7% | +29.6% | +19.3% |
| All | +58.2% | +22.0% | +36.2% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling