+77.6%
TXN vs QQQI
+57.7%
+20.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.7% |
| 7D | +4.0% | -0.3% | +4.3% | +4.5% |
| 30D | -2.9% | -0.3% | -2.6% | -2.4% |
| 3M | -9.1% | +1.3% | -10.4% | -9.8% |
| 6M | +36.6% | +11.5% | +25.1% | +21.5% |
| YTD | +57.5% | +11.3% | +46.2% | +40.1% |
| 1Y | +49.5% | +16.9% | +32.7% | +25.0% |
| All | +77.6% | +57.7% | +20.0% | +5.9% |
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 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