+207.0%
BNY vs QQQI
+57.7%
+149.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -0.5% |
| 7D | -1.3% | -0.3% | -1.0% | -1.1% |
| 30D | -0.2% | -0.3% | +0.1% | 0.0% |
| 3M | +14.9% | +1.3% | +13.6% | +13.5% |
| 6M | +40.0% | +11.5% | +28.5% | +29.2% |
| YTD | +42.0% | +11.3% | +30.7% | +31.2% |
| 1Y | +56.9% | +16.9% | +40.0% | +40.0% |
| All | +207.0% | +57.7% | +149.3% | +133.7% |
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