-26.5%
TMUS vs QQQI
+19.4%
-45.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.6% | -3.4% |
| 7D | +0.1% | +0.4% | -0.3% | +0.2% |
| 30D | +5.3% | +1.0% | +4.3% | +5.7% |
| 3M | +3.1% | -1.2% | +4.3% | +3.1% |
| 6M | -16.5% | +11.6% | -28.1% | -11.5% |
| YTD | -9.2% | +11.7% | -20.8% | -3.8% |
| 1Y | -26.5% | +18.7% | -45.2% | -16.6% |
| All | -26.5% | +19.4% | -45.8% | -16.6% |
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