+56.8%
QQQI vs IRM
+80.8%
-24.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.4% |
| 7D | -1.0% | -1.8% | +0.8% | -0.6% |
| 30D | -0.6% | -7.8% | +7.2% | +1.3% |
| 3M | +3.4% | -7.9% | +11.2% | +5.1% |
| 6M | +10.6% | +6.3% | +4.3% | +8.3% |
| YTD | +10.3% | +38.2% | -27.8% | +0.9% |
| 1Y | +16.3% | +19.8% | -3.5% | +9.9% |
| All | +56.8% | +80.8% | -24.0% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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