-30.0%
BSX vs QQQI
+57.7%
-87.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -10.1% | -0.3% | -9.7% | -9.9% |
| 30D | -16.4% | -0.3% | -16.1% | -16.3% |
| 3M | -8.9% | +1.3% | -10.2% | -9.8% |
| 6M | -38.3% | +11.5% | -49.8% | -42.1% |
| YTD | -54.9% | +11.3% | -66.2% | -57.7% |
| 1Y | -58.8% | +16.9% | -75.7% | -62.6% |
| All | -30.0% | +57.7% | -87.7% | -45.3% |
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