+8.9%
QQQI vs SSNC
-3.9%
+12.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.0% |
| 7D | -4.2% | -1.1% | -3.1% | -4.2% |
| 30D | -7.1% | +0.6% | -7.7% | -7.2% |
| 3M | -2.7% | -1.5% | -1.2% | -2.7% |
| 6M | +2.0% | +15.8% | -13.8% | +2.1% |
| YTD | +8.2% | -8.0% | +16.2% | +13.3% |
| 1Y | +8.9% | -5.8% | +14.7% | +12.6% |
| All | +8.9% | -3.9% | +12.8% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 1y: compounded portfolio wealth divided by compounded SSNC 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…
1y analysis · Full analysis span regression · 6 months rolling