+57.2%
QQQI vs BBY
+47.6%
+9.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -1.3% |
| 7D | -1.0% | +5.1% | -6.1% | -1.7% |
| 30D | -1.7% | +9.7% | -11.4% | -3.2% |
| 3M | 0.0% | +22.4% | -22.4% | -3.4% |
| 6M | +13.0% | +55.9% | -42.9% | +4.4% |
| YTD | +10.6% | +45.8% | -35.2% | +3.1% |
| 1Y | +15.8% | +32.0% | -16.2% | +9.9% |
| All | +57.2% | +47.6% | +9.6% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling