+15.1%
TEAM vs QQQI
+8.3%
+6.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.1% |
| 7D | -13.7% | -4.2% | -9.5% | -12.0% |
| 30D | -3.4% | -7.1% | +3.6% | -0.6% |
| 3M | +72.1% | -2.7% | +74.8% | +74.5% |
| 6M | +103.8% | +2.0% | +101.8% | +100.8% |
| YTD | +17.1% | +8.2% | +8.9% | +12.1% |
| 1Y | +15.1% | +8.9% | +6.2% | +9.7% |
| All | +15.1% | +8.3% | +6.7% | +9.7% |
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