+58.2%
QQQI vs BURL
+21.3%
+36.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -0.3% | -9.9% | +9.6% | +1.4% |
| 30D | -0.3% | -32.4% | +32.1% | +6.4% |
| 3M | +1.3% | -30.2% | +31.5% | +7.4% |
| 6M | +11.5% | -21.3% | +32.8% | +15.1% |
| YTD | +11.3% | -17.2% | +28.5% | +13.6% |
| 1Y | +16.9% | -14.4% | +31.3% | +17.8% |
| All | +58.2% | +21.3% | +36.9% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 10y: compounded portfolio wealth divided by compounded BURL 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…
10y analysis · Full analysis span regression · 6 months rolling