+18.7%
QQQI vs IOVA
+299.5%
-280.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | +0.2% |
| 7D | +0.4% | +9.7% | -9.3% | +0.2% |
| 30D | +1.0% | +102.5% | -101.6% | -0.9% |
| 3M | -1.2% | +100.7% | -101.9% | -3.1% |
| 6M | +11.6% | +106.3% | -94.7% | +8.8% |
| YTD | +11.7% | +222.0% | -210.3% | +7.3% |
| 1Y | +18.7% | +299.5% | -280.9% | +14.7% |
| All | +18.7% | +299.5% | -280.9% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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