+2,175.4%
BE vs QQQI
+56.3%
+2,119.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -2.0% |
| 7D | +9.7% | -1.0% | +10.8% | +12.4% |
| 30D | +22.4% | -0.6% | +23.0% | +24.5% |
| 3M | +10.4% | +3.4% | +7.0% | +7.8% |
| 6M | +67.9% | +10.6% | +57.2% | +46.2% |
| YTD | +197.5% | +10.3% | +187.2% | +164.6% |
| 1Y | +310.6% | +16.3% | +294.2% | +248.1% |
| All | +2,175.4% | +56.3% | +2,119.1% | +1,248.5% |
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