+58.2%
QQQI vs TRMB
+10.5%
+47.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.5% |
| 7D | -0.3% | -3.0% | +2.7% | +0.6% |
| 30D | -0.3% | +2.3% | -2.6% | -1.1% |
| 3M | +1.3% | +15.3% | -14.0% | -3.7% |
| 6M | +11.5% | -14.7% | +26.2% | +16.9% |
| YTD | +11.3% | -26.4% | +37.7% | +22.8% |
| 1Y | +16.9% | -30.4% | +47.3% | +31.3% |
| All | +58.2% | +10.5% | +47.7% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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