+58.2%
QQQI vs XME
+100.4%
-42.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | -0.3% | -4.2% | +3.9% | +1.0% |
| 30D | -0.3% | -2.7% | +2.4% | +0.4% |
| 3M | +1.3% | -3.9% | +5.3% | +2.2% |
| 6M | +11.5% | -1.0% | +12.5% | +10.7% |
| YTD | +11.3% | +9.8% | +1.5% | +5.9% |
| 1Y | +16.9% | +32.5% | -15.7% | +2.7% |
| All | +58.2% | +100.4% | -42.2% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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