+210.7%
TWLO vs QQQI
+57.7%
+153.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.7% |
| 7D | -2.4% | -0.3% | -2.1% | -2.1% |
| 30D | -7.8% | -0.3% | -7.5% | -7.5% |
| 3M | +10.0% | +1.3% | +8.7% | +7.7% |
| 6M | +79.5% | +11.5% | +68.0% | +56.0% |
| YTD | +59.8% | +11.3% | +48.6% | +39.4% |
| 1Y | +121.7% | +16.9% | +104.8% | +82.8% |
| All | +210.7% | +57.7% | +153.0% | +87.7% |
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 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