+83.9%
TRV vs QQQI
+57.7%
+26.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +2.0% |
| 7D | +1.9% | -0.3% | +2.3% | +2.0% |
| 30D | +1.7% | -0.3% | +2.0% | +1.7% |
| 3M | +23.9% | +1.3% | +22.5% | +23.5% |
| 6M | +26.3% | +11.5% | +14.8% | +22.8% |
| YTD | +30.8% | +11.3% | +19.5% | +27.1% |
| 1Y | +36.3% | +16.9% | +19.4% | +30.3% |
| All | +83.9% | +57.7% | +26.2% | +58.0% |
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