+22.7%
QQQM vs ROIV
+203.5%
-180.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.8% |
| 7D | -1.3% | +19.0% | -20.2% | -3.3% |
| 30D | -1.4% | +16.1% | -17.5% | -3.2% |
| 3M | +2.2% | +44.1% | -41.9% | -2.2% |
| 6M | +16.9% | +37.8% | -21.0% | +11.9% |
| YTD | +15.7% | +88.7% | -73.0% | +8.1% |
| 1Y | +22.7% | +197.3% | -174.6% | +14.5% |
| All | +22.7% | +203.5% | -180.8% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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