+52.4%
BITO vs QQQI
+57.7%
-5.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.0% |
| 7D | -3.4% | -0.3% | -3.1% | -3.1% |
| 30D | +21.4% | -0.3% | +21.7% | +21.8% |
| 3M | +20.5% | +1.3% | +19.2% | +18.1% |
| 6M | +7.4% | +11.5% | -4.1% | -6.2% |
| YTD | -13.9% | +11.3% | -25.2% | -24.1% |
| 1Y | -35.1% | +16.9% | -51.9% | -45.5% |
| All | +52.4% | +57.7% | -5.2% | -4.8% |
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