+56.8%
QQQI vs BEN
+41.8%
+15.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.5% | -0.5% |
| 7D | -1.0% | +0.3% | -1.4% | -1.1% |
| 30D | -0.6% | +0.9% | -1.5% | -0.8% |
| 3M | +3.4% | +9.2% | -5.8% | +0.9% |
| 6M | +10.6% | +36.8% | -26.1% | +1.4% |
| YTD | +10.3% | +44.4% | -34.1% | -0.5% |
| 1Y | +16.3% | +45.8% | -29.5% | +4.4% |
| All | +56.8% | +41.8% | +15.0% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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