+6.0%
QQQI vs TEVA
+76.2%
-70.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | -0.4% |
| 7D | -1.0% | +1.2% | -2.2% | -1.1% |
| 30D | -8.7% | +3.2% | -11.9% | -8.9% |
| 3M | -4.6% | +17.3% | -21.9% | -5.8% |
| 6M | -3.6% | +18.7% | -22.2% | -4.3% |
| YTD | +6.0% | +35.9% | -29.8% | +1.5% |
| 1Y | +6.0% | +74.8% | -68.8% | -3.7% |
| All | +6.0% | +76.2% | -70.2% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEVA.
Daily Out/Under-Performance
Portfolio return minus TEVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEVA 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 1y: compounded portfolio wealth divided by compounded TEVA 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…
1y analysis · Full analysis span regression · 6 months rolling