+58.6%
QQQI vs RY
+125.7%
-67.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.3% |
| 7D | +1.3% | +2.7% | -1.4% | 0.0% |
| 30D | +0.2% | -1.0% | +1.2% | +0.6% |
| 3M | +1.5% | +7.6% | -6.2% | -2.3% |
| 6M | +13.2% | +29.5% | -16.2% | -0.7% |
| YTD | +11.6% | +24.2% | -12.6% | -0.3% |
| 1Y | +18.0% | +46.4% | -28.4% | -2.8% |
| All | +58.6% | +125.7% | -67.1% | +9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling