+58.2%
QQQI vs BG
+49.1%
+9.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.0% |
| 7D | -0.3% | +3.1% | -3.5% | -0.5% |
| 30D | -0.3% | +10.2% | -10.5% | -0.9% |
| 3M | +1.3% | -1.7% | +3.0% | +1.5% |
| 6M | +11.5% | +1.0% | +10.5% | +11.3% |
| YTD | +11.3% | +39.9% | -28.6% | +8.0% |
| 1Y | +16.9% | +53.2% | -36.3% | +12.1% |
| All | +58.2% | +49.1% | +9.1% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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