+256.8%
IONQ vs QQQI
+57.7%
+199.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -5.1% |
| 7D | +1.3% | +0.8% | +0.5% | -0.9% |
| 30D | -10.3% | +0.2% | -10.5% | -10.0% |
| 3M | -32.7% | +2.3% | -35.1% | -35.6% |
| 6M | +6.3% | +11.6% | -5.3% | -16.4% |
| YTD | -15.0% | +11.3% | -26.3% | -32.6% |
| 1Y | -13.3% | +17.4% | -30.7% | -39.3% |
| All | +256.8% | +57.7% | +199.1% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling