-29.5%
BITO vs QQQI
+2.7%
-32.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.7% | +0.6% | +1.8% |
| 7D | -5.9% | -8.5% | +2.6% | +4.8% |
| 30D | -11.5% | -12.7% | +1.2% | +4.5% |
| 3M | +15.6% | -7.7% | +23.3% | +27.4% |
| 6M | -8.9% | -4.6% | -4.3% | -5.9% |
| YTD | -15.9% | +2.1% | -17.9% | -22.0% |
| 1Y | -29.5% | +2.1% | -31.6% | -34.5% |
| All | -29.5% | +2.7% | -32.3% | -34.5% |
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 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