+18.7%
QQQI vs BAX
+9.9%
+8.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | +0.4% | -1.1% | +1.6% | +0.5% |
| 30D | +1.0% | -5.5% | +6.4% | +1.4% |
| 3M | -1.2% | +33.5% | -34.7% | -3.4% |
| 6M | +11.6% | +35.9% | -24.3% | +8.1% |
| YTD | +11.7% | +35.4% | -23.7% | +8.5% |
| 1Y | +18.7% | +9.8% | +8.9% | +16.6% |
| All | +18.7% | +9.9% | +8.7% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling