+1,868.9%
QQQ vs IGV
+951.3%
+917.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +1.3% |
| 7D | +1.5% | -3.3% | +4.8% | +4.0% |
| 30D | -0.6% | 0.0% | -0.6% | -1.3% |
| 3M | +0.4% | +7.3% | -6.9% | -6.1% |
| 6M | +20.1% | +16.7% | +3.3% | +3.3% |
| YTD | +17.2% | -2.8% | +20.1% | +15.3% |
| 1Y | +24.7% | -6.7% | +31.4% | +26.3% |
| 3Y | +96.2% | +41.1% | +55.0% | +41.3% |
| 5Y | +94.4% | +22.0% | +72.4% | +54.2% |
| 10Y | +556.7% | +357.9% | +198.8% | +79.5% |
| All | +1,868.9% | +951.3% | +917.6% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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