+56.8%
QQQI vs TAP
-32.9%
+89.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -1.0% | -5.3% | +4.2% | -1.0% |
| 30D | -0.6% | -7.4% | +6.8% | -0.5% |
| 3M | +3.4% | -4.9% | +8.3% | +3.4% |
| 6M | +10.6% | -14.2% | +24.8% | +11.2% |
| YTD | +10.3% | -14.8% | +25.1% | +10.6% |
| 1Y | +16.3% | -18.1% | +34.4% | +17.1% |
| All | +56.8% | -32.9% | +89.7% | +62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling