-20.2%
BKNG vs QQQI
+16.9%
-37.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | -9.8% | -0.3% | -9.5% | -9.7% |
| 30D | -17.9% | -0.3% | -17.6% | -17.8% |
| 3M | +6.6% | +1.3% | +5.2% | +5.9% |
| 6M | +1.1% | +11.5% | -10.4% | -8.6% |
| YTD | -18.2% | +11.3% | -29.5% | -25.6% |
| 1Y | -20.2% | +16.9% | -37.1% | -27.6% |
| All | -20.2% | +16.9% | -37.1% | -27.6% |
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