+80.1%
TRV vs QQQI
+56.3%
+23.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -1.5% | -1.0% | -0.4% | -1.4% |
| 30D | -1.8% | -0.6% | -1.2% | -1.8% |
| 3M | +21.6% | +3.4% | +18.2% | +20.7% |
| 6M | +22.5% | +10.6% | +11.8% | +19.1% |
| YTD | +28.1% | +10.3% | +17.8% | +24.7% |
| 1Y | +37.0% | +16.3% | +20.7% | +31.0% |
| All | +80.1% | +56.3% | +23.8% | +54.9% |
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