-17.3%
BKNG vs QQQI
+3.6%
-20.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.2% | -6.0% | -5.1% |
| 7D | +8.5% | -4.2% | +12.7% | +9.9% |
| 30D | +3.1% | -11.6% | +14.6% | +7.3% |
| 3M | -22.3% | -6.4% | -16.0% | -21.1% |
| 6M | -4.1% | -4.7% | +0.7% | -4.6% |
| YTD | -24.5% | +3.3% | -27.8% | -30.6% |
| 1Y | -17.3% | +5.0% | -22.3% | -25.2% |
| All | -17.3% | +3.6% | -20.8% | -25.2% |
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