+51.5%
IGV vs QQQM
+149.8%
-98.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +0.5% |
| 7D | -5.4% | -1.3% | -4.1% | -4.1% |
| 30D | -2.6% | -1.4% | -1.3% | -1.1% |
| 3M | +10.5% | +2.2% | +8.4% | +7.3% |
| 6M | +18.2% | +16.9% | +1.3% | -1.0% |
| YTD | -4.2% | +15.7% | -19.9% | -18.7% |
| 1Y | -9.8% | +22.7% | -32.5% | -28.2% |
| 3Y | +39.1% | +93.9% | -54.8% | -32.6% |
| 5Y | +21.2% | +94.6% | -73.3% | -40.7% |
| All | +51.5% | +149.8% | -98.2% | -43.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling