+56.8%
QQQI vs TMF
-43.9%
+100.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.8% |
| 7D | -1.0% | -4.8% | +3.7% | -0.9% |
| 30D | -0.6% | -4.9% | +4.3% | -0.4% |
| 3M | +3.4% | -13.4% | +16.8% | +3.7% |
| 6M | +10.6% | -23.0% | +33.7% | +11.1% |
| YTD | +10.3% | -20.2% | +30.5% | +10.8% |
| 1Y | +16.3% | -26.5% | +42.8% | +16.8% |
| All | +56.8% | -43.9% | +100.7% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 5y: compounded portfolio wealth divided by compounded TMF 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…
5y analysis · Full analysis span regression · 6 months rolling