+58.2%
QQQI vs TW
+3.8%
+54.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -0.3% | -4.5% | +4.1% | 0.0% |
| 30D | -0.3% | -2.3% | +2.0% | -0.1% |
| 3M | +1.3% | +2.6% | -1.3% | +0.7% |
| 6M | +11.5% | -17.5% | +29.0% | +14.4% |
| YTD | +11.3% | -5.3% | +16.6% | +11.3% |
| 1Y | +16.9% | -14.8% | +31.6% | +19.5% |
| All | +58.2% | +3.8% | +54.4% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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