+58.2%
QQQI vs IOVA
+4.9%
+53.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.7% | -4.8% | +0.7% |
| 7D | -0.3% | -2.2% | +1.8% | -0.3% |
| 30D | -0.3% | +27.6% | -27.9% | -1.3% |
| 3M | +1.3% | +117.2% | -115.8% | -2.3% |
| 6M | +11.5% | +77.7% | -66.2% | +8.0% |
| YTD | +11.3% | +215.0% | -203.7% | +4.7% |
| 1Y | +16.9% | +255.4% | -238.5% | +9.0% |
| All | +58.2% | +4.9% | +53.3% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling