+58.6%
QQQI vs ROIV
+302.7%
-244.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +18.8% | -18.8% | -3.1% |
| 7D | +1.3% | +20.2% | -18.8% | -1.9% |
| 30D | +0.2% | +14.1% | -13.9% | -2.2% |
| 3M | +1.5% | +45.6% | -44.1% | -5.2% |
| 6M | +13.2% | +44.1% | -30.9% | +5.5% |
| YTD | +11.6% | +91.2% | -79.6% | -1.7% |
| 1Y | +18.0% | +221.3% | -203.3% | -8.4% |
| All | +58.6% | +302.7% | -244.1% | +16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling