+58.2%
QQQI vs BUD
+31.0%
+27.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.8% |
| 7D | -0.3% | -2.6% | +2.3% | -0.1% |
| 30D | -0.3% | -1.2% | +0.9% | -0.2% |
| 3M | +1.3% | -4.9% | +6.3% | +1.7% |
| 6M | +11.5% | +9.3% | +2.2% | +10.1% |
| YTD | +11.3% | +24.0% | -12.7% | +8.3% |
| 1Y | +16.9% | +34.5% | -17.7% | +12.7% |
| All | +58.2% | +31.0% | +27.2% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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