+55.3%
BE vs QQQI
+8.3%
+46.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.0% | -7.4% | -10.0% |
| 7D | -12.1% | -4.2% | -7.9% | +3.2% |
| 30D | -30.1% | -7.1% | -23.0% | -6.7% |
| 3M | -12.1% | -2.7% | -9.5% | -0.8% |
| 6M | -30.6% | +2.0% | -32.6% | -32.0% |
| YTD | +130.6% | +8.2% | +122.4% | +85.7% |
| 1Y | +55.3% | +8.9% | +46.4% | +26.4% |
| All | +55.3% | +8.3% | +46.9% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling