+91.6%
QQQM vs IOVA
+36.1%
+55.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.4% | -0.9% |
| 7D | -1.3% | -6.4% | +5.2% | -1.0% |
| 30D | -1.4% | +25.4% | -26.8% | -2.5% |
| 3M | +2.2% | +115.3% | -113.2% | -2.1% |
| 6M | +16.9% | +56.5% | -39.6% | +13.3% |
| YTD | +15.7% | +198.2% | -182.5% | +8.1% |
| 1Y | +22.7% | +242.0% | -219.3% | +13.3% |
| All | +91.6% | +36.1% | +55.5% | +73.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling