+13.0%
QQQI vs IRE
-82.8%
+95.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.2% | -10.3% | -0.5% |
| 7D | +1.3% | +58.9% | -57.6% | -0.8% |
| 30D | +0.2% | +17.2% | -17.0% | -1.0% |
| 3M | +1.5% | -58.6% | +60.1% | +2.5% |
| 6M | +13.2% | -23.5% | +36.7% | +10.0% |
| YTD | +11.6% | -47.4% | +59.0% | +8.0% |
| All | +13.0% | -82.8% | +95.8% | +11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling