+8.9%
QQQI vs TNA
+37.5%
-28.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.4% | -3.4% | 0.0% |
| 7D | -4.2% | +2.4% | -6.7% | -4.8% |
| 30D | -7.1% | -0.9% | -6.2% | -7.0% |
| 3M | -2.7% | -19.2% | +16.6% | +1.9% |
| 6M | +2.0% | -0.8% | +2.8% | +1.7% |
| YTD | +8.2% | +33.2% | -25.0% | +0.3% |
| 1Y | +8.9% | +38.5% | -29.6% | -0.4% |
| All | +8.9% | +37.5% | -28.6% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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