+10.7%
TTMI vs QQQI
+8.3%
+2.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +1.0% | -11.1% | -13.3% |
| 7D | -19.2% | -4.2% | -14.9% | -7.0% |
| 30D | -44.9% | -7.1% | -37.8% | -27.7% |
| 3M | -44.7% | -2.7% | -42.1% | -36.4% |
| 6M | -53.4% | +2.0% | -55.4% | -52.8% |
| YTD | +6.3% | +8.2% | -1.9% | -9.1% |
| 1Y | +10.7% | +8.9% | +1.8% | -5.7% |
| All | +10.7% | +8.3% | +2.4% | -5.7% |
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 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