-2.4%
TJX vs QQQI
+2.7%
-5.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.7% | +1.4% | -4.4% |
| 7D | -2.0% | -8.5% | +6.5% | -2.4% |
| 30D | +1.1% | -12.7% | +13.8% | +0.3% |
| 3M | -13.1% | -7.7% | -5.4% | -13.4% |
| 6M | -10.0% | -4.6% | -5.4% | -10.5% |
| YTD | -8.9% | +2.1% | -11.0% | -11.5% |
| 1Y | -2.4% | +2.1% | -4.5% | -4.9% |
| All | -2.4% | +2.7% | -5.1% | -4.9% |
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