+4.5%
QQQM vs IQV
+26.3%
-21.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.4% | -6.8% | -6.4% |
| 7D | -9.4% | -3.7% | -5.7% | -9.2% |
| 30D | -14.7% | +1.9% | -16.6% | -14.7% |
| 3M | -9.6% | +12.2% | -21.8% | -10.0% |
| 6M | -4.7% | +50.1% | -54.8% | -7.9% |
| YTD | +5.9% | +17.5% | -11.6% | +6.3% |
| 1Y | +4.5% | +26.1% | -21.6% | +3.6% |
| All | +4.5% | +26.3% | -21.7% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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