+58.2%
QQQI vs BTG
+109.1%
-50.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | -0.3% | -3.8% | +3.4% | 0.0% |
| 30D | -0.3% | +3.6% | -3.9% | -0.7% |
| 3M | +1.3% | +32.0% | -30.7% | -1.7% |
| 6M | +11.5% | +3.4% | +8.1% | +10.1% |
| YTD | +11.3% | +20.8% | -9.5% | +8.1% |
| 1Y | +16.9% | +22.4% | -5.5% | +12.6% |
| All | +58.2% | +109.1% | -50.9% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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