+84.1%
TOST vs QQQI
+58.2%
+25.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -3.4% | +0.4% | -3.8% | -3.9% |
| 30D | -2.4% | +1.0% | -3.4% | -3.6% |
| 3M | +34.6% | -1.2% | +35.8% | +35.2% |
| 6M | +15.2% | +11.6% | +3.6% | -1.9% |
| YTD | -4.4% | +11.7% | -16.1% | -18.5% |
| 1Y | -17.4% | +18.7% | -36.1% | -35.2% |
| All | +84.1% | +58.2% | +25.9% | +4.3% |
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