+278.6%
IONQ vs QQQI
+58.1%
+220.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.7% |
| 7D | +7.1% | +1.3% | +5.8% | +3.4% |
| 30D | -8.9% | +0.2% | -9.1% | -8.8% |
| 3M | -35.6% | +1.5% | -37.1% | -36.8% |
| 6M | +13.3% | +13.2% | 0.0% | -14.4% |
| YTD | -9.8% | +11.6% | -21.4% | -28.9% |
| 1Y | -1.3% | +18.0% | -19.3% | -31.8% |
| All | +278.6% | +58.1% | +220.5% | +54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling