+58.2%
QQQI vs TXT
-5.2%
+63.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.2% |
| 7D | -0.3% | +2.5% | -2.8% | -1.0% |
| 30D | -0.3% | -8.9% | +8.6% | +2.3% |
| 3M | +1.3% | -13.6% | +14.9% | +5.4% |
| 6M | +11.5% | -13.1% | +24.6% | +15.4% |
| YTD | +11.3% | -7.0% | +18.3% | +12.1% |
| 1Y | +16.9% | -1.4% | +18.3% | +15.0% |
| All | +58.2% | -5.2% | +63.4% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 3y: compounded portfolio wealth divided by compounded TXT 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…
3y analysis · Full analysis span regression · 6 months rolling