-16.0%
IONQ vs QQQM
+22.1%
-38.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -0.7% |
| 7D | -5.6% | -1.3% | -4.3% | -2.4% |
| 30D | -15.2% | -1.4% | -13.8% | -11.5% |
| 3M | -34.9% | +2.2% | -37.1% | -37.4% |
| 6M | +4.9% | +16.9% | -12.0% | -23.9% |
| YTD | -17.9% | +15.7% | -33.6% | -39.4% |
| 1Y | -16.0% | +22.7% | -38.7% | -43.3% |
| All | -16.0% | +22.1% | -38.1% | -43.3% |
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