+92.9%
QQQ vs TRI
-18.9%
+111.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.7% |
| 7D | -0.6% | -7.9% | +7.3% | +0.1% |
| 30D | -1.2% | -4.5% | +3.3% | -0.9% |
| 3M | -0.2% | +22.1% | -22.3% | -3.0% |
| 6M | +17.9% | -2.8% | +20.7% | +18.9% |
| YTD | +16.6% | -23.4% | +40.1% | +25.3% |
| 1Y | +23.0% | -41.5% | +64.5% | +43.9% |
| 3Y | +92.9% | -19.2% | +112.2% | +88.6% |
| All | +92.9% | -18.9% | +111.9% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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