+58.6%
QQQI vs RACE
+19.7%
+38.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +1.3% | -1.0% | +2.4% | +1.5% |
| 30D | +0.2% | -1.5% | +1.7% | +0.5% |
| 3M | +1.5% | +15.5% | -14.0% | -1.5% |
| 6M | +13.2% | +17.3% | -4.1% | +9.2% |
| YTD | +11.6% | +11.1% | +0.5% | +8.5% |
| 1Y | +18.0% | -14.3% | +32.3% | +20.8% |
| All | +58.6% | +19.7% | +38.9% | +52.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling