+152.0%
QQQM vs IQV
+54.4%
+97.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.3% |
| 7D | -0.6% | -2.2% | +1.7% | +0.1% |
| 30D | -1.2% | +8.3% | -9.5% | -3.7% |
| 3M | -0.1% | +44.6% | -44.7% | -12.4% |
| 6M | +18.0% | +52.6% | -34.6% | +0.6% |
| YTD | +16.7% | +16.1% | +0.6% | +9.1% |
| 1Y | +23.0% | +37.3% | -14.2% | +7.3% |
| 3Y | +93.3% | +21.6% | +71.8% | +70.1% |
| 5Y | +96.3% | +0.5% | +95.8% | +83.9% |
| All | +152.0% | +54.4% | +97.6% | +96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling