+58.2%
QQQI vs BNS
+123.1%
-64.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | -0.3% | -0.4% | 0.0% | -0.2% |
| 30D | -0.3% | +3.5% | -3.7% | -1.7% |
| 3M | +1.3% | +14.1% | -12.7% | -4.1% |
| 6M | +11.5% | +33.8% | -22.3% | -1.4% |
| YTD | +11.3% | +29.5% | -18.2% | -0.4% |
| 1Y | +16.9% | +48.4% | -31.5% | -1.2% |
| All | +58.2% | +123.1% | -64.9% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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