+58.2%
QQQI vs IONS
+4.8%
+53.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.1% |
| 7D | -0.3% | -6.7% | +6.3% | +0.1% |
| 30D | -0.3% | -4.1% | +3.8% | 0.0% |
| 3M | +1.3% | -26.6% | +27.9% | +2.9% |
| 6M | +11.5% | -27.5% | +39.0% | +13.3% |
| YTD | +11.3% | -31.5% | +42.8% | +13.5% |
| 1Y | +16.9% | -15.3% | +32.2% | +16.8% |
| All | +58.2% | +4.8% | +53.4% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 3y: compounded portfolio wealth divided by compounded IONS 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…
3y analysis · Full analysis span regression · 6 months rolling