+16.9%
QQQI vs ROIV
+195.2%
-178.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -0.3% | +16.9% | -17.2% | -2.0% |
| 30D | -0.3% | +12.9% | -13.2% | -1.6% |
| 3M | +1.3% | +37.3% | -36.0% | -2.1% |
| 6M | +11.5% | +38.0% | -26.5% | +7.2% |
| YTD | +11.3% | +88.1% | -76.8% | +4.5% |
| 1Y | +16.9% | +183.3% | -166.4% | +9.2% |
| All | +16.9% | +195.2% | -178.3% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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