+8.9%
QQQI vs THC
+46.1%
-37.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.6% | -8.6% | +0.8% |
| 7D | -4.2% | +8.8% | -13.1% | -4.4% |
| 30D | -7.1% | +12.6% | -19.7% | -7.3% |
| 3M | -2.7% | +15.4% | -18.0% | -3.0% |
| 6M | +2.0% | +57.7% | -55.7% | +0.4% |
| YTD | +8.2% | +47.1% | -38.8% | +7.0% |
| 1Y | +8.9% | +40.7% | -31.8% | +8.2% |
| All | +8.9% | +46.1% | -37.3% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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