+149.8%
QQQM vs IP
+6.9%
+143.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | -1.3% | -5.9% | +4.6% | -0.1% |
| 30D | -1.4% | -17.0% | +15.7% | +2.3% |
| 3M | +2.2% | +8.9% | -6.7% | -0.3% |
| 6M | +16.9% | -10.0% | +26.8% | +18.1% |
| YTD | +15.7% | -9.8% | +25.4% | +16.3% |
| 1Y | +22.7% | -22.6% | +45.2% | +27.2% |
| 3Y | +93.9% | +13.1% | +80.8% | +78.2% |
| 5Y | +94.6% | -22.3% | +116.8% | +86.8% |
| All | +149.8% | +6.9% | +143.0% | +133.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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