+1,569.6%
QQQ vs IT
+737.2%
+832.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.4% | +7.3% | +2.1% |
| 7D | +1.5% | -9.1% | +10.6% | +4.3% |
| 30D | -0.6% | -7.0% | +6.4% | +1.1% |
| 3M | +0.4% | +7.6% | -7.2% | -4.3% |
| 6M | +20.1% | +2.1% | +17.9% | +14.9% |
| YTD | +17.2% | -31.6% | +48.8% | +25.4% |
| 1Y | +24.7% | -29.9% | +54.6% | +31.5% |
| 3Y | +96.2% | -51.3% | +147.4% | +126.2% |
| 5Y | +94.4% | -44.8% | +139.2% | +114.1% |
| 10Y | +556.7% | +91.4% | +465.3% | +371.0% |
| All | +1,569.6% | +737.2% | +832.4% | +472.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling