+58.2%
QQQI vs BROS
+59.6%
-1.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | -0.3% | -5.8% | +5.4% | +0.3% |
| 30D | -0.3% | -14.0% | +13.7% | +1.3% |
| 3M | +1.3% | -32.5% | +33.8% | +5.2% |
| 6M | +11.5% | -14.9% | +26.4% | +12.2% |
| YTD | +11.3% | -28.3% | +39.6% | +13.9% |
| 1Y | +16.9% | -34.0% | +50.9% | +20.3% |
| All | +58.2% | +59.6% | -1.4% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 3y: compounded portfolio wealth divided by compounded BROS 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…
3y analysis · Full analysis span regression · 6 months rolling