+7.8%
BND vs QQQI
+57.7%
-49.8%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -1.0% | -0.3% | -0.7% | -1.0% |
| 30D | -1.1% | -0.3% | -0.8% | -1.1% |
| 3M | -1.9% | +1.3% | -3.2% | -1.9% |
| 6M | -1.6% | +11.5% | -13.1% | -1.9% |
| YTD | -1.2% | +11.3% | -12.5% | -1.5% |
| 1Y | -0.7% | +16.9% | -17.6% | -1.0% |
| All | +7.8% | +57.7% | -49.8% | +7.4% |
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