+58.2%
QQQI vs BHP
+58.6%
-0.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -0.3% | -3.6% | +3.3% | +0.7% |
| 30D | -0.3% | -1.2% | +0.9% | -0.1% |
| 3M | +1.3% | +1.2% | +0.1% | +0.5% |
| 6M | +11.5% | +21.4% | -9.9% | +4.4% |
| YTD | +11.3% | +50.4% | -39.1% | -2.7% |
| 1Y | +16.9% | +67.5% | -50.6% | -1.4% |
| All | +58.2% | +58.6% | -0.4% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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