+92.0%
BAC vs QQQI
+57.7%
+34.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.6% |
| 7D | +0.6% | +0.8% | -0.2% | +0.1% |
| 30D | -1.4% | +0.2% | -1.5% | -1.5% |
| 3M | +15.7% | +2.3% | +13.4% | +13.4% |
| 6M | +32.2% | +11.6% | +20.6% | +21.3% |
| YTD | +15.8% | +11.3% | +4.5% | +6.4% |
| 1Y | +27.3% | +17.4% | +9.8% | +12.3% |
| All | +92.0% | +57.7% | +34.3% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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