+85.3%
EEM vs QQQI
+57.7%
+27.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.5% |
| 7D | -1.3% | -0.3% | -0.9% | -1.0% |
| 30D | +2.1% | -0.3% | +2.4% | +2.3% |
| 3M | +1.0% | +1.3% | -0.3% | +0.2% |
| 6M | +15.9% | +11.5% | +4.4% | +7.7% |
| YTD | +24.6% | +11.3% | +13.4% | +16.0% |
| 1Y | +32.3% | +16.9% | +15.4% | +19.4% |
| All | +85.3% | +57.7% | +27.6% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 3y: compounded portfolio wealth divided by compounded QQQI 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…
3y analysis · Full analysis span regression · 6 months rolling