+58.2%
QQQI vs RRC
+44.0%
+14.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.1% |
| 7D | -0.3% | -1.8% | +1.4% | -0.1% |
| 30D | -0.3% | +2.7% | -2.9% | -0.7% |
| 3M | +1.3% | +8.8% | -7.5% | 0.0% |
| 6M | +11.5% | -1.2% | +12.7% | +11.3% |
| YTD | +11.3% | +17.6% | -6.3% | +7.2% |
| 1Y | +16.9% | +18.4% | -1.6% | +11.9% |
| All | +58.2% | +44.0% | +14.2% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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