+14.8%
TMUS vs QQQI
+57.7%
-42.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -5.3% | +0.8% | -6.1% | -5.3% |
| 30D | +0.1% | +0.2% | -0.1% | +0.1% |
| 3M | -0.6% | +2.3% | -2.9% | -0.6% |
| 6M | -17.5% | +11.6% | -29.1% | -18.2% |
| YTD | -11.3% | +11.3% | -22.6% | -12.0% |
| 1Y | -25.4% | +17.4% | -42.8% | -26.9% |
| All | +14.8% | +57.7% | -42.9% | +5.7% |
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 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