+58.2%
QQQI vs EOSE
+246.5%
-188.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +0.9% |
| 7D | -0.3% | +1.8% | -2.2% | -0.5% |
| 30D | -0.3% | -6.8% | +6.6% | -0.1% |
| 3M | +1.3% | -36.3% | +37.6% | +3.0% |
| 6M | +11.5% | -38.8% | +50.2% | +12.7% |
| YTD | +11.3% | -65.5% | +76.8% | +14.4% |
| 1Y | +16.9% | -45.3% | +62.2% | +16.7% |
| All | +58.2% | +246.5% | -188.3% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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