+152.0%
QQQM vs IOVA
-72.1%
+224.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.7% | -4.8% | +0.5% |
| 7D | -0.6% | -2.2% | +1.6% | -0.4% |
| 30D | -1.2% | +27.6% | -28.8% | -3.0% |
| 3M | -0.1% | +117.2% | -117.3% | -6.3% |
| 6M | +18.0% | +77.7% | -59.7% | +11.6% |
| YTD | +16.7% | +215.0% | -198.3% | +5.2% |
| 1Y | +23.0% | +255.4% | -232.3% | +9.1% |
| 3Y | +93.3% | +42.6% | +50.7% | +69.4% |
| 5Y | +96.3% | -62.2% | +158.5% | +83.2% |
| All | +152.0% | -72.1% | +224.2% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling