+784.2%
TTMI vs QQQI
+57.7%
+726.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +1.6% |
| 7D | +0.7% | -0.3% | +1.0% | +1.4% |
| 30D | -8.4% | -0.3% | -8.2% | -7.5% |
| 3M | -32.5% | +1.3% | -33.8% | -32.5% |
| 6M | +32.5% | +11.5% | +21.0% | +14.5% |
| YTD | +83.2% | +11.3% | +72.0% | +60.0% |
| 1Y | +161.7% | +16.9% | +144.8% | +117.1% |
| All | +784.2% | +57.7% | +726.5% | +433.4% |
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