+53.1%
IWM vs QQQI
+58.1%
-5.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +1.4% | +1.3% | +0.1% | +0.3% |
| 30D | -2.3% | +0.2% | -2.5% | -2.5% |
| 3M | +4.0% | +1.5% | +2.5% | +2.2% |
| 6M | +17.9% | +13.2% | +4.7% | +4.9% |
| YTD | +20.2% | +11.6% | +8.6% | +8.4% |
| 1Y | +25.0% | +18.0% | +7.0% | +7.2% |
| All | +53.1% | +58.1% | -5.0% | +4.4% |
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