+58.2%
QQQI vs IP
+6.8%
+51.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.8% | +0.4% |
| 7D | +0.8% | -4.6% | +5.4% | +1.4% |
| 30D | +0.2% | -15.3% | +15.4% | +2.3% |
| 3M | +2.3% | +2.7% | -0.3% | +1.4% |
| 6M | +11.6% | -7.4% | +19.0% | +11.9% |
| YTD | +11.3% | -8.8% | +20.1% | +11.5% |
| 1Y | +17.4% | -22.4% | +39.9% | +20.5% |
| All | +58.2% | +6.8% | +51.4% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling