+83.3%
QQQ vs EIX
+10.6%
+72.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +3.6% | +1.4% | +2.3% | +3.5% |
| 30D | -6.7% | +8.5% | -15.3% | -7.2% |
| 3M | -7.0% | -13.5% | +6.4% | -6.3% |
| 6M | -4.7% | -12.4% | +7.7% | -4.4% |
| YTD | +11.1% | +5.9% | +5.1% | +8.5% |
| 1Y | +12.3% | +7.6% | +4.7% | +9.4% |
| 3Y | +83.3% | +12.8% | +70.5% | +69.5% |
| All | +83.3% | +10.6% | +72.8% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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