+58.2%
QQQI vs SSNC
+34.5%
+23.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -0.3% | -4.0% | +3.7% | +0.6% |
| 30D | -0.3% | +0.5% | -0.8% | -0.5% |
| 3M | +1.3% | +18.9% | -17.6% | -3.1% |
| 6M | +11.5% | +10.8% | +0.7% | +8.8% |
| YTD | +11.3% | -7.1% | +18.4% | +15.5% |
| 1Y | +16.9% | -9.6% | +26.5% | +22.6% |
| All | +58.2% | +34.5% | +23.7% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling