+58.2%
QQQI vs BRKR
-25.9%
+84.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -0.3% | -8.7% | +8.3% | +0.6% |
| 30D | -0.3% | -9.9% | +9.6% | +0.8% |
| 3M | +1.3% | -3.1% | +4.4% | +0.8% |
| 6M | +11.5% | +45.5% | -34.0% | +4.8% |
| YTD | +11.3% | +13.7% | -2.4% | +7.5% |
| 1Y | +16.9% | +67.4% | -50.6% | +7.1% |
| All | +58.2% | -25.9% | +84.1% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling