+56.8%
QQQI vs RGEN
-14.1%
+70.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -1.0% | -2.9% | +1.9% | -0.7% |
| 30D | -0.6% | -0.1% | -0.5% | -0.6% |
| 3M | +3.4% | +25.9% | -22.6% | -0.3% |
| 6M | +10.6% | +35.2% | -24.6% | +5.1% |
| YTD | +10.3% | +0.5% | +9.8% | +9.4% |
| 1Y | +16.3% | +37.0% | -20.6% | +9.7% |
| All | +56.8% | -14.1% | +70.9% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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