+630.6%
TSEM vs QQQI
+57.7%
+573.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | 0.0% |
| 7D | -4.9% | -0.3% | -4.5% | -4.2% |
| 30D | -18.7% | -0.3% | -18.5% | -18.1% |
| 3M | -18.1% | +1.3% | -19.5% | -17.7% |
| 6M | +77.1% | +11.5% | +65.6% | +54.6% |
| YTD | +80.1% | +11.3% | +68.9% | +58.4% |
| 1Y | +220.4% | +16.9% | +203.5% | +165.8% |
| All | +630.6% | +57.7% | +573.0% | +386.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling