+56.8%
QQQI vs RY
+122.5%
-65.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -1.0% | -2.9% | +1.8% | +0.4% |
| 30D | -0.6% | -2.0% | +1.5% | +0.4% |
| 3M | +3.4% | +4.9% | -1.5% | +0.8% |
| 6M | +10.6% | +26.1% | -15.5% | -1.8% |
| YTD | +10.3% | +22.4% | -12.1% | -0.7% |
| 1Y | +16.3% | +44.7% | -28.4% | -3.7% |
| All | +56.8% | +122.5% | -65.7% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 5y: compounded portfolio wealth divided by compounded RY 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…
5y analysis · Full analysis span regression · 6 months rolling