+254.5%
TPR vs QQQI
+51.3%
+203.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.6% |
| 7D | -0.3% | +3.3% | -3.6% | -2.9% |
| 30D | +15.1% | -5.8% | +20.9% | +20.0% |
| 3M | +3.5% | -5.0% | +8.5% | +6.8% |
| 6M | +0.4% | -3.2% | +3.6% | +0.7% |
| YTD | +4.6% | +6.8% | -2.2% | -5.5% |
| 1Y | +33.1% | +9.0% | +24.1% | +17.4% |
| All | +254.5% | +51.3% | +203.2% | +149.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling