+8.9%
QQQI vs IAG
+56.5%
-47.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.2% | -9.2% | -0.2% |
| 7D | -4.2% | +1.1% | -5.3% | -4.4% |
| 30D | -7.1% | -5.3% | -1.8% | -6.7% |
| 3M | -2.7% | +18.0% | -20.7% | -5.0% |
| 6M | +2.0% | +7.1% | -5.1% | +0.2% |
| YTD | +8.2% | +5.9% | +2.3% | +5.4% |
| 1Y | +8.9% | +59.4% | -50.5% | -2.7% |
| All | +8.9% | +56.5% | -47.7% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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