+24.0%
QQQM vs IP
-23.5%
+47.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.1% | +4.8% | +0.2% |
| 7D | +1.0% | -4.6% | +5.6% | +1.4% |
| 30D | -0.6% | -15.3% | +14.6% | +0.9% |
| 3M | +1.3% | +2.7% | -1.4% | +0.6% |
| 6M | +18.2% | -7.4% | +25.6% | +17.9% |
| YTD | +16.9% | -8.8% | +25.8% | +17.0% |
| 1Y | +24.0% | -22.4% | +46.5% | +24.9% |
| All | +24.0% | -23.5% | +47.6% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling