+47.9%
TRV vs QQQI
+2.7%
+45.1%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.7% | +4.1% | -2.9% |
| 7D | +1.2% | -8.5% | +9.7% | -1.2% |
| 30D | +11.7% | -12.7% | +24.4% | +7.6% |
| 3M | +5.7% | -7.7% | +13.4% | +3.5% |
| 6M | +34.7% | -4.6% | +39.3% | +32.3% |
| YTD | +40.5% | +2.1% | +38.4% | +37.5% |
| 1Y | +47.9% | +2.1% | +45.8% | +44.6% |
| All | +47.9% | +2.7% | +45.1% | +44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling