+51.8%
QQQI vs RF
+67.5%
-15.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.3% |
| 7D | +3.3% | +1.9% | +1.4% | +2.8% |
| 30D | -5.8% | +7.3% | -13.1% | -7.6% |
| 3M | -5.0% | -7.9% | +2.9% | -2.9% |
| 6M | -3.2% | +10.5% | -13.7% | -6.3% |
| YTD | +6.8% | +9.6% | -2.9% | +3.0% |
| 1Y | +9.0% | +20.3% | -11.3% | +2.1% |
| All | +51.8% | +67.5% | -15.7% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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