+25.2%
BKNG vs QQQI
+57.7%
-32.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.7% |
| 7D | -9.8% | -0.3% | -9.5% | -9.6% |
| 30D | -17.9% | -0.3% | -17.6% | -17.8% |
| 3M | +6.6% | +1.3% | +5.2% | +4.7% |
| 6M | +1.1% | +11.5% | -10.4% | -9.4% |
| YTD | -18.2% | +11.3% | -29.5% | -26.4% |
| 1Y | -20.2% | +16.9% | -37.1% | -31.5% |
| All | +25.2% | +57.7% | -32.5% | -19.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling