+25.2%
BKNG vs QQQI
+56.3%
-31.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.2% |
| 7D | -10.7% | -1.0% | -9.6% | -9.9% |
| 30D | -18.1% | -0.6% | -17.5% | -17.8% |
| 3M | +8.5% | +3.4% | +5.2% | +4.7% |
| 6M | -0.1% | +10.6% | -10.7% | -9.9% |
| YTD | -18.2% | +10.3% | -28.5% | -26.0% |
| 1Y | -19.9% | +16.3% | -36.2% | -31.1% |
| All | +25.2% | +56.3% | -31.1% | -19.3% |
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