+34.8%
TJX vs QQQI
+57.7%
-22.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -4.6% | -0.3% | -4.2% | -4.5% |
| 30D | -17.2% | -0.3% | -16.9% | -17.1% |
| 3M | -24.9% | +1.3% | -26.2% | -25.3% |
| 6M | -19.7% | +11.5% | -31.2% | -22.9% |
| YTD | -17.2% | +11.3% | -28.5% | -20.6% |
| 1Y | -9.4% | +16.9% | -26.3% | -15.0% |
| All | +34.8% | +57.7% | -22.8% | +10.3% |
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