+210.2%
TPR vs QQQI
+56.3%
+153.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.7% |
| 7D | -5.1% | -1.0% | -4.1% | -4.2% |
| 30D | -27.6% | -0.6% | -27.0% | -27.4% |
| 3M | -17.5% | +3.4% | -20.8% | -21.0% |
| 6M | -21.3% | +10.6% | -32.0% | -30.2% |
| YTD | -8.5% | +10.3% | -18.8% | -18.6% |
| 1Y | +11.5% | +16.3% | -4.9% | -6.2% |
| All | +210.2% | +56.3% | +153.9% | +114.8% |
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