-19.9%
TOST vs QQQI
+15.9%
-35.9%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.1% |
| 7D | -5.9% | -1.0% | -4.8% | -5.3% |
| 30D | -8.4% | -0.6% | -7.9% | -8.2% |
| 3M | +31.4% | +3.4% | +28.1% | +26.9% |
| 6M | +10.5% | +10.6% | -0.1% | -1.7% |
| YTD | -10.1% | +10.3% | -20.4% | -19.5% |
| 1Y | -19.9% | +16.3% | -36.3% | -29.6% |
| All | -19.9% | +15.9% | -35.9% | -29.6% |
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