+152.5%
QQQM vs IONS
+17.9%
+134.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | +1.0% | -8.7% | +9.7% | +2.3% |
| 30D | -0.6% | -1.6% | +1.0% | -0.5% |
| 3M | +1.3% | -24.9% | +26.2% | +4.4% |
| 6M | +18.2% | -25.7% | +43.9% | +21.9% |
| YTD | +16.9% | -29.2% | +46.1% | +21.3% |
| 1Y | +24.0% | -13.0% | +37.1% | +24.3% |
| 3Y | +96.0% | +35.9% | +60.1% | +74.6% |
| 5Y | +95.2% | +54.5% | +40.7% | +65.4% |
| All | +152.5% | +17.9% | +134.6% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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