-7.5%
IGV vs QQQM
+11.6%
-19.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.1% |
| 7D | -7.5% | -4.6% | -2.8% | -4.0% |
| 30D | -5.6% | -8.5% | +2.9% | +1.0% |
| 3M | +1.5% | -4.3% | +5.8% | +5.1% |
| 6M | +17.1% | +3.1% | +14.0% | +12.4% |
| YTD | -2.0% | +13.1% | -15.1% | -13.6% |
| 1Y | -7.5% | +12.3% | -19.8% | -18.0% |
| All | -7.5% | +11.6% | -19.1% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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