+58.2%
QQQI vs BURL
+21.3%
+36.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.4% | +6.1% | +0.8% |
| 7D | +0.8% | -7.0% | +7.8% | +2.0% |
| 30D | +0.2% | -35.6% | +35.8% | +7.8% |
| 3M | +2.3% | -26.3% | +28.6% | +7.3% |
| 6M | +11.6% | -20.7% | +32.3% | +15.1% |
| YTD | +11.3% | -17.2% | +28.5% | +13.6% |
| 1Y | +17.4% | -15.0% | +32.5% | +18.5% |
| All | +58.2% | +21.3% | +36.9% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling