+313.3%
IBKR vs QQQI
+57.7%
+255.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.0% |
| 7D | -1.3% | -0.3% | -1.0% | -0.9% |
| 30D | -0.2% | -0.3% | +0.1% | +0.4% |
| 3M | +3.0% | +1.3% | +1.6% | +0.8% |
| 6M | +33.9% | +11.5% | +22.4% | +14.8% |
| YTD | +42.5% | +11.3% | +31.2% | +23.0% |
| 1Y | +44.9% | +16.9% | +28.0% | +17.6% |
| All | +313.3% | +57.7% | +255.6% | +149.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling