+56.8%
QQQI vs TRMB
+8.9%
+47.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -1.0% | -5.4% | +4.4% | +0.6% |
| 30D | -0.6% | -2.0% | +1.4% | -0.1% |
| 3M | +3.4% | +12.3% | -9.0% | -1.0% |
| 6M | +10.6% | -17.6% | +28.2% | +17.4% |
| YTD | +10.3% | -27.5% | +37.8% | +22.2% |
| 1Y | +16.3% | -29.1% | +45.4% | +29.6% |
| All | +56.8% | +8.9% | +47.9% | +50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling