+56.8%
QQQI vs TXT
-7.3%
+64.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -0.6% | -10.2% | +9.6% | +2.5% |
| 3M | +3.4% | -13.3% | +16.6% | +7.3% |
| 6M | +10.6% | -14.4% | +25.0% | +15.0% |
| YTD | +10.3% | -9.1% | +19.4% | +11.8% |
| 1Y | +16.3% | -2.2% | +18.5% | +14.6% |
| All | +56.8% | -7.3% | +64.2% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling