+58.2%
QQQI vs BBY
+41.3%
+16.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.4% |
| 7D | -0.3% | +0.6% | -0.9% | -0.4% |
| 30D | -0.3% | +9.4% | -9.7% | -1.7% |
| 3M | +1.3% | +19.3% | -18.0% | -1.7% |
| 6M | +11.5% | +47.9% | -36.4% | +3.9% |
| YTD | +11.3% | +39.6% | -28.3% | +4.5% |
| 1Y | +16.9% | +22.2% | -5.3% | +12.4% |
| All | +58.2% | +41.3% | +16.9% | +44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling