+58.6%
QQQI vs RF
+74.5%
-15.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | +1.3% | +2.7% | -1.3% | +0.6% |
| 30D | +0.2% | -3.4% | +3.6% | +1.1% |
| 3M | +1.5% | +6.4% | -4.9% | -0.5% |
| 6M | +13.2% | +13.4% | -0.2% | +8.7% |
| YTD | +11.6% | +14.2% | -2.7% | +6.5% |
| 1Y | +18.0% | +15.7% | +2.3% | +12.0% |
| All | +58.6% | +74.5% | -15.9% | +34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling