+58.2%
QQQI vs TNA
+77.2%
-19.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.7% |
| 7D | -0.3% | -7.3% | +6.9% | +1.2% |
| 30D | -0.3% | -14.2% | +13.9% | +2.8% |
| 3M | +1.3% | -4.6% | +5.9% | +2.1% |
| 6M | +11.5% | +36.9% | -25.4% | +3.8% |
| YTD | +11.3% | +42.5% | -31.3% | +2.3% |
| 1Y | +16.9% | +45.8% | -28.9% | +6.1% |
| All | +58.2% | +77.2% | -19.0% | +29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling