+2.1%
QQQI vs BIDU
-36.5%
+38.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.2% | -4.5% | -5.5% |
| 7D | -8.5% | +1.1% | -9.6% | -8.6% |
| 30D | -12.7% | -8.7% | -4.0% | -11.5% |
| 3M | -7.7% | -28.5% | +20.8% | -3.2% |
| 6M | -4.6% | -37.0% | +32.4% | +1.4% |
| YTD | +2.1% | -39.2% | +41.3% | +8.3% |
| 1Y | +2.1% | -35.6% | +37.6% | +7.0% |
| All | +2.1% | -36.5% | +38.6% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1y: compounded portfolio wealth divided by compounded BIDU 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…
1y analysis · Full analysis span regression · 6 months rolling