+76.0%
TOST vs QQQI
+57.7%
+18.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.3% |
| 7D | -4.7% | +0.8% | -5.5% | -5.5% |
| 30D | -9.1% | +0.2% | -9.2% | -9.3% |
| 3M | +29.8% | +2.3% | +27.5% | +24.9% |
| 6M | +10.0% | +11.6% | -1.6% | -6.3% |
| YTD | -8.6% | +11.3% | -19.9% | -21.8% |
| 1Y | -20.7% | +17.4% | -38.1% | -36.9% |
| All | +76.0% | +57.7% | +18.3% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling