+214.8%
TPR vs QQQI
+58.1%
+156.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.6% |
| 7D | -3.4% | +1.3% | -4.7% | -4.5% |
| 30D | -27.3% | +0.2% | -27.5% | -27.7% |
| 3M | -16.2% | +1.5% | -17.7% | -18.2% |
| 6M | -17.9% | +13.2% | -31.1% | -28.8% |
| YTD | -7.1% | +11.6% | -18.7% | -18.2% |
| 1Y | +13.6% | +18.0% | -4.4% | -5.6% |
| All | +214.8% | +58.1% | +156.7% | +115.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling