-21.7%
IONQ vs QQQI
+15.9%
-37.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -0.8% |
| 7D | -5.6% | -1.0% | -4.5% | -2.6% |
| 30D | -15.2% | -0.6% | -14.6% | -13.1% |
| 3M | -34.9% | +3.4% | -38.3% | -40.0% |
| 6M | +4.9% | +10.6% | -5.7% | -16.2% |
| YTD | -17.9% | +10.3% | -28.2% | -34.3% |
| All | -21.7% | +15.9% | -37.6% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling