+8.9%
QQQI vs BWA
+17.4%
-8.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.5% | +1.4% |
| 7D | -4.2% | -9.9% | +5.6% | -2.6% |
| 30D | -7.1% | -16.4% | +9.3% | -4.4% |
| 3M | -2.7% | -19.8% | +17.2% | +0.6% |
| 6M | +2.0% | -10.0% | +12.0% | +4.6% |
| YTD | +8.2% | +12.7% | -4.5% | +6.4% |
| 1Y | +8.9% | +15.7% | -6.8% | +6.5% |
| All | +8.9% | +17.4% | -8.5% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling