+75.9%
IBIT vs QQQI
+57.7%
+18.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.8% |
| 7D | -3.2% | -0.3% | -2.9% | -2.8% |
| 30D | +22.0% | -0.3% | +22.2% | +22.3% |
| 3M | +21.4% | +1.3% | +20.1% | +19.0% |
| 6M | +9.2% | +11.5% | -2.3% | -4.4% |
| YTD | -11.8% | +11.3% | -23.1% | -22.3% |
| 1Y | -32.7% | +16.9% | -49.6% | -43.4% |
| All | +75.9% | +57.7% | +18.2% | +10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling