+58.2%
QQQI vs BLDR
-65.8%
+124.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.6% |
| 7D | -0.3% | -8.2% | +7.9% | +0.7% |
| 30D | -0.3% | -16.6% | +16.3% | +2.0% |
| 3M | +1.3% | -23.2% | +24.5% | +4.4% |
| 6M | +11.5% | -33.7% | +45.2% | +16.7% |
| YTD | +11.3% | -41.3% | +52.6% | +17.8% |
| 1Y | +16.9% | -58.8% | +75.7% | +29.9% |
| All | +58.2% | -65.8% | +124.0% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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