+58.2%
QQQI vs IWD
+60.5%
-2.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.1% |
| 7D | -0.3% | -0.8% | +0.4% | +0.4% |
| 30D | -0.3% | -0.8% | +0.6% | +0.5% |
| 3M | +1.3% | +6.9% | -5.6% | -4.9% |
| 6M | +11.5% | +18.3% | -6.8% | -4.9% |
| YTD | +11.3% | +22.4% | -11.1% | -8.0% |
| 1Y | +16.9% | +27.4% | -10.5% | -7.0% |
| All | +58.2% | +60.5% | -2.3% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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