+58.2%
QQQI vs EAT
+425.1%
-366.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -0.3% | -7.7% | +7.4% | +0.5% |
| 30D | -0.3% | -13.6% | +13.3% | +1.2% |
| 3M | +1.3% | +33.9% | -32.5% | -2.4% |
| 6M | +11.5% | +47.2% | -35.7% | +5.7% |
| YTD | +11.3% | +48.1% | -36.8% | +5.2% |
| 1Y | +16.9% | +33.7% | -16.8% | +11.8% |
| All | +58.2% | +425.1% | -366.9% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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