+160.5%
TQQQ vs QQQI
+57.7%
+102.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | -0.6% |
| 7D | -1.9% | -0.3% | -1.6% | -0.7% |
| 30D | -4.9% | -0.3% | -4.6% | -3.5% |
| 3M | -6.4% | +1.3% | -7.7% | -7.3% |
| 6M | +44.4% | +11.5% | +32.9% | +6.7% |
| YTD | +35.2% | +11.3% | +23.9% | +2.0% |
| 1Y | +49.5% | +16.9% | +32.6% | -2.4% |
| All | +160.5% | +57.7% | +102.9% | -22.7% |
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 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