+18.1%
IGV vs QQQI
+57.7%
-39.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.7% |
| 7D | -2.9% | -0.3% | -2.6% | -2.6% |
| 30D | -1.5% | -0.3% | -1.2% | -1.1% |
| 3M | +11.7% | +1.3% | +10.3% | +9.6% |
| 6M | +18.4% | +11.5% | +6.9% | +3.7% |
| YTD | -3.9% | +11.3% | -15.2% | -15.6% |
| 1Y | -9.7% | +16.9% | -26.5% | -25.0% |
| All | +18.1% | +57.7% | -39.6% | -29.3% |
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