+8.9%
QQQI vs IRE
-97.6%
+106.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -23.2% | +24.2% | +2.0% |
| 7D | -4.2% | -46.8% | +42.6% | -1.9% |
| 30D | -7.1% | -75.5% | +68.4% | -2.1% |
| 3M | -2.7% | -79.4% | +76.8% | +2.6% |
| 6M | +2.0% | -91.3% | +93.3% | +8.3% |
| YTD | +8.2% | -90.8% | +99.0% | +11.8% |
| 1Y | +8.9% | -97.7% | +106.6% | +16.3% |
| All | +8.9% | -97.6% | +106.4% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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