+88.1%
TOST vs QQQI
+51.3%
+36.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.4% | +4.4% |
| 7D | 0.0% | +3.3% | -3.3% | -3.4% |
| 30D | +16.2% | -5.8% | +22.0% | +22.6% |
| 3M | -1.5% | -5.0% | +3.5% | +2.8% |
| 6M | +55.3% | -3.2% | +58.5% | +56.7% |
| YTD | -2.3% | +6.8% | -9.1% | -13.6% |
| 1Y | -5.5% | +9.0% | -14.5% | -18.9% |
| All | +88.1% | +51.3% | +36.8% | +10.5% |
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