+58.6%
QQQI vs TYL
-19.9%
+78.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.3% |
| 7D | +1.3% | -7.6% | +8.9% | +1.9% |
| 30D | +0.2% | +11.3% | -11.1% | -0.7% |
| 3M | +1.5% | +14.5% | -13.0% | 0.0% |
| 6M | +13.2% | -7.1% | +20.4% | +15.1% |
| YTD | +11.6% | -23.4% | +35.0% | +17.8% |
| 1Y | +18.0% | -38.6% | +56.5% | +31.3% |
| All | +58.6% | -19.9% | +78.5% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 TYL 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