-44.7%
IONQ vs QQQM
+11.6%
-56.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -3.8% |
| 7D | -8.9% | -4.6% | -4.3% | +2.3% |
| 30D | -31.3% | -8.5% | -22.8% | -13.8% |
| 3M | -29.2% | -4.3% | -24.9% | -20.0% |
| 6M | -35.4% | +3.1% | -38.5% | -37.0% |
| YTD | -34.2% | +13.1% | -47.2% | -48.0% |
| 1Y | -44.7% | +12.3% | -57.0% | -55.5% |
| All | -44.7% | +11.6% | -56.2% | -55.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling