+58.2%
QQQI vs TAP
-32.0%
+90.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.9% |
| 7D | -0.3% | -3.9% | +3.5% | -0.3% |
| 30D | -0.3% | -5.3% | +5.0% | -0.3% |
| 3M | +1.3% | -3.8% | +5.1% | +1.4% |
| 6M | +11.5% | -11.4% | +22.9% | +11.9% |
| YTD | +11.3% | -13.7% | +25.0% | +11.6% |
| 1Y | +16.9% | -17.2% | +34.1% | +17.7% |
| All | +58.2% | -32.0% | +90.2% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 5y: compounded portfolio wealth divided by compounded TAP 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…
5y analysis · Full analysis span regression · 6 months rolling