+58.2%
QQQI vs INVH
-8.7%
+66.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.3% | -3.0% | +2.6% | +0.1% |
| 30D | -0.3% | -7.5% | +7.2% | +0.7% |
| 3M | +1.3% | -5.5% | +6.9% | +2.0% |
| 6M | +11.5% | +11.7% | -0.2% | +8.4% |
| YTD | +11.3% | +1.3% | +10.0% | +10.3% |
| 1Y | +16.9% | -6.1% | +23.0% | +18.1% |
| All | +58.2% | -8.7% | +66.9% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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