+236.5%
TE vs QQQI
+57.7%
+178.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -1.6% |
| 7D | +0.2% | -0.3% | +0.6% | +1.2% |
| 30D | -5.9% | -0.3% | -5.6% | -4.7% |
| 3M | -45.6% | +1.3% | -46.9% | -44.7% |
| 6M | -43.4% | +11.5% | -54.9% | -51.6% |
| YTD | -31.0% | +11.3% | -42.3% | -40.1% |
| 1Y | +145.2% | +16.9% | +128.3% | +97.4% |
| All | +236.5% | +57.7% | +178.8% | +90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling