+217.2%
TPR vs QQQI
+57.7%
+159.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.4% |
| 7D | -3.0% | -0.3% | -2.6% | -2.7% |
| 30D | -22.6% | -0.3% | -22.4% | -22.7% |
| 3M | -18.2% | +1.3% | -19.5% | -20.0% |
| 6M | -18.0% | +11.5% | -29.5% | -27.7% |
| YTD | -6.4% | +11.3% | -17.7% | -17.4% |
| 1Y | +12.3% | +16.9% | -4.6% | -5.8% |
| All | +217.2% | +57.7% | +159.5% | +117.9% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling