+58.2%
QQQI vs BAH
-47.3%
+105.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.2% |
| 7D | +0.8% | -1.3% | +2.2% | +0.9% |
| 30D | +0.2% | -6.6% | +6.8% | +0.4% |
| 3M | +2.3% | -7.2% | +9.5% | +2.9% |
| 6M | +11.6% | -10.0% | +21.6% | +12.4% |
| YTD | +11.3% | -12.5% | +23.8% | +12.0% |
| 1Y | +17.4% | -27.9% | +45.3% | +20.0% |
| All | +58.2% | -47.3% | +105.5% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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