+16.9%
QQQI vs EIX
+6.9%
+10.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +0.8% |
| 7D | -0.3% | -1.4% | +1.0% | -0.4% |
| 30D | -0.3% | -19.3% | +19.0% | -0.7% |
| 3M | +1.3% | -21.7% | +23.0% | +0.7% |
| 6M | +11.5% | -19.8% | +31.3% | +10.7% |
| YTD | +11.3% | -3.0% | +14.3% | +11.0% |
| 1Y | +16.9% | +5.1% | +11.8% | +15.6% |
| All | +16.9% | +6.9% | +10.0% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling