+243.8%
IONQ vs QQQI
+57.7%
+186.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -2.7% |
| 7D | -7.0% | -0.3% | -6.7% | -6.1% |
| 30D | -18.7% | -0.3% | -18.4% | -17.5% |
| 3M | -36.6% | +1.3% | -38.0% | -37.5% |
| 6M | +7.2% | +11.5% | -4.3% | -15.4% |
| YTD | -18.1% | +11.3% | -29.4% | -35.0% |
| 1Y | -21.9% | +16.9% | -38.8% | -44.6% |
| All | +243.8% | +57.7% | +186.1% | +41.4% |
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