+58.2%
QQQI vs RBA
+37.3%
+20.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.8% | -2.9% | +0.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.3% | -2.9% | +2.6% | +0.3% |
| 3M | +1.3% | -20.9% | +22.3% | +5.8% |
| 6M | +11.5% | -17.7% | +29.2% | +15.0% |
| YTD | +11.3% | -18.2% | +29.5% | +14.4% |
| 1Y | +16.9% | -29.1% | +46.0% | +25.0% |
| All | +58.2% | +37.3% | +20.9% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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