+47.7%
BP vs QQQI
+57.7%
-10.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | +4.0% | +0.8% | +3.2% | +3.7% |
| 30D | +7.8% | +0.2% | +7.7% | +7.8% |
| 3M | +8.4% | +2.3% | +6.0% | +7.2% |
| 6M | +15.1% | +11.6% | +3.5% | +9.9% |
| YTD | +36.4% | +11.3% | +25.1% | +30.4% |
| 1Y | +40.9% | +17.4% | +23.5% | +30.9% |
| All | +47.7% | +57.7% | -10.0% | +20.0% |
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