+83.0%
EEM vs QQQI
+56.3%
+26.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.4% |
| 7D | -0.7% | -1.0% | +0.3% | +0.2% |
| 30D | +2.4% | -0.6% | +3.0% | +2.9% |
| 3M | +4.2% | +3.4% | +0.8% | +1.8% |
| 6M | +14.8% | +10.6% | +4.1% | +7.4% |
| YTD | +23.1% | +10.3% | +12.8% | +15.4% |
| 1Y | +32.5% | +16.3% | +16.2% | +20.2% |
| All | +83.0% | +56.3% | +26.7% | +39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling