+58.2%
QQQI vs EIX
-3.5%
+61.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +2.9% | -0.1% |
| 7D | +0.8% | +4.1% | -3.2% | +0.6% |
| 30D | +0.2% | -15.3% | +15.5% | +0.8% |
| 3M | +2.3% | -18.4% | +20.8% | +3.2% |
| 6M | +11.6% | -16.8% | +28.4% | +12.1% |
| YTD | +11.3% | -0.6% | +11.9% | +9.4% |
| 1Y | +17.4% | +10.7% | +6.8% | +13.6% |
| All | +58.2% | -3.5% | +61.7% | +54.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling