-11.8%
TDG vs QQQI
+16.9%
-28.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | -1.9% | -0.3% | -1.5% | -1.8% |
| 30D | -7.7% | -0.3% | -7.4% | -7.6% |
| 3M | -9.3% | +1.3% | -10.7% | -9.9% |
| 6M | -9.4% | +11.5% | -20.9% | -14.8% |
| YTD | -14.3% | +11.3% | -25.5% | -19.1% |
| 1Y | -11.8% | +16.9% | -28.7% | -18.7% |
| All | -11.8% | +16.9% | -28.8% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling