+2,327.4%
BE vs QQQI
+57.7%
+2,269.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.9% | +5.8% | +4.7% |
| 7D | +9.0% | -0.3% | +9.4% | +10.1% |
| 30D | +16.3% | -0.3% | +16.6% | +17.5% |
| 3M | +10.8% | +1.3% | +9.5% | +12.3% |
| 6M | +73.2% | +11.5% | +61.7% | +48.3% |
| YTD | +217.4% | +11.3% | +206.1% | +177.0% |
| 1Y | +309.8% | +16.9% | +292.9% | +242.9% |
| All | +2,327.4% | +57.7% | +2,269.7% | +1,311.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling