+58.2%
QQQI vs BWA
+101.2%
-43.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | -0.3% | -1.3% | +1.0% | -0.1% |
| 30D | -0.3% | -2.9% | +2.7% | +0.3% |
| 3M | +1.3% | -10.7% | +12.1% | +3.6% |
| 6M | +11.5% | +26.5% | -15.0% | +5.8% |
| YTD | +11.3% | +49.1% | -37.8% | +0.2% |
| 1Y | +16.9% | +52.1% | -35.2% | +4.5% |
| All | +58.2% | +101.2% | -43.0% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling