+36.6%
EOG vs QQQI
+57.7%
-21.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | +1.5% | -0.3% | +1.8% | +1.6% |
| 30D | +2.9% | -0.3% | +3.2% | +3.0% |
| 3M | +8.7% | +1.3% | +7.4% | +8.0% |
| 6M | +12.9% | +11.5% | +1.4% | +8.2% |
| YTD | +43.8% | +11.3% | +32.5% | +37.7% |
| 1Y | +27.1% | +16.9% | +10.2% | +18.3% |
| All | +36.6% | +57.7% | -21.1% | +11.0% |
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