+3,165.8%
QQQ vs EEM
+857.8%
+2,307.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +1.0% | +2.0% | -1.0% | -0.2% |
| 30D | -0.6% | +5.1% | -5.7% | -3.6% |
| 3M | +1.3% | +4.6% | -3.3% | -1.5% |
| 6M | +18.1% | +17.8% | +0.4% | +6.8% |
| YTD | +16.9% | +25.8% | -8.9% | +1.4% |
| 1Y | +24.0% | +36.4% | -12.4% | +2.5% |
| 3Y | +95.6% | +90.0% | +5.6% | +33.2% |
| 5Y | +94.5% | +46.6% | +47.9% | +54.3% |
| 10Y | +571.7% | +132.3% | +439.5% | +312.9% |
| All | +3,165.8% | +857.8% | +2,307.9% | +556.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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