+58.2%
QQQI vs RJF
+60.6%
-2.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.3% | -2.7% | +2.4% | +0.5% |
| 30D | -0.3% | -4.3% | +4.0% | +1.0% |
| 3M | +1.3% | +15.7% | -14.4% | -3.4% |
| 6M | +11.5% | +17.8% | -6.3% | +5.4% |
| YTD | +11.3% | +9.2% | +2.1% | +7.3% |
| 1Y | +16.9% | +2.8% | +14.1% | +14.9% |
| All | +58.2% | +60.6% | -2.4% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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