+58.2%
QQQI vs TCOM
+9.2%
+49.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -0.3% | -4.9% | +4.6% | +0.2% |
| 30D | -0.3% | -14.4% | +14.1% | +1.4% |
| 3M | +1.3% | -17.7% | +19.0% | +3.4% |
| 6M | +11.5% | -25.1% | +36.6% | +15.1% |
| YTD | +11.3% | -45.7% | +57.0% | +19.0% |
| 1Y | +16.9% | -47.9% | +64.7% | +25.6% |
| All | +58.2% | +9.2% | +49.0% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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