+73.8%
TXN vs QQQI
+2.7%
+71.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -5.7% | -5.0% | -3.2% |
| 7D | -10.7% | -8.5% | -2.2% | +0.6% |
| 30D | -6.0% | -12.7% | +6.7% | +12.4% |
| 3M | +0.6% | -7.7% | +8.3% | +12.0% |
| 6M | 0.0% | -4.6% | +4.6% | +9.9% |
| YTD | +63.8% | +2.1% | +61.7% | +69.5% |
| 1Y | +73.8% | +2.1% | +71.7% | +79.9% |
| All | +73.8% | +2.7% | +71.0% | +79.9% |
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