+58.2%
QQQI vs TPG
+25.6%
+32.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.5% |
| 7D | -0.3% | -9.4% | +9.1% | +2.1% |
| 30D | -0.3% | -5.3% | +5.0% | +0.9% |
| 3M | +1.3% | +12.9% | -11.6% | -2.2% |
| 6M | +11.5% | +20.1% | -8.6% | +5.4% |
| YTD | +11.3% | -22.5% | +33.8% | +17.9% |
| 1Y | +16.9% | -19.7% | +36.6% | +22.0% |
| All | +58.2% | +25.6% | +32.6% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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