+46.6%
TEM vs QQQI
+44.4%
+2.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -1.5% |
| 7D | -8.7% | -0.3% | -8.3% | -7.9% |
| 30D | +8.1% | -0.3% | +8.3% | +9.1% |
| 3M | +19.0% | +1.3% | +17.7% | +15.7% |
| 6M | +12.0% | +11.5% | +0.5% | -12.6% |
| YTD | -0.1% | +11.3% | -11.4% | -21.9% |
| 1Y | -33.5% | +16.9% | -50.4% | -53.5% |
| All | +46.6% | +44.4% | +2.2% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling