+56.8%
QQQI vs TLN
+366.7%
-309.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.5% |
| 7D | -1.0% | +2.0% | -3.0% | -1.4% |
| 30D | -0.6% | -12.9% | +12.4% | +1.4% |
| 3M | +3.4% | -7.4% | +10.8% | +4.1% |
| 6M | +10.6% | -6.0% | +16.7% | +10.6% |
| YTD | +10.3% | -16.9% | +27.2% | +11.6% |
| 1Y | +16.3% | -22.6% | +39.0% | +18.7% |
| All | +56.8% | +366.7% | -309.9% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TLN.
Daily Out/Under-Performance
Portfolio return minus TLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLN 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 TLN 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