+755.5%
TTMI vs QQQI
+56.3%
+699.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | +0.2% |
| 7D | +6.0% | -1.0% | +7.1% | +8.2% |
| 30D | -6.4% | -0.6% | -5.9% | -4.9% |
| 3M | -28.9% | +3.4% | -32.3% | -31.1% |
| 6M | +26.9% | +10.6% | +16.2% | +11.3% |
| YTD | +77.3% | +10.3% | +67.0% | +57.4% |
| 1Y | +147.5% | +16.3% | +131.2% | +107.5% |
| All | +755.5% | +56.3% | +699.2% | +424.8% |
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