+58.2%
QQQI vs TRU
+13.3%
+44.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.7% |
| 7D | -0.3% | -2.7% | +2.4% | +0.2% |
| 30D | -0.3% | -2.0% | +1.8% | 0.0% |
| 3M | +1.3% | +18.4% | -17.1% | -2.9% |
| 6M | +11.5% | +8.9% | +2.6% | +8.4% |
| YTD | +11.3% | -8.9% | +20.2% | +12.3% |
| 1Y | +16.9% | -15.9% | +32.8% | +20.2% |
| All | +58.2% | +13.3% | +44.9% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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