+96.4%
QQQM vs AEIS
+232.6%
-136.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | -0.8% |
| 7D | -0.6% | +2.3% | -2.8% | -1.4% |
| 30D | -1.2% | -14.8% | +13.6% | +3.7% |
| 3M | -0.1% | -15.6% | +15.5% | +3.4% |
| 6M | +18.0% | -8.7% | +26.7% | +16.3% |
| YTD | +16.7% | +37.3% | -20.6% | -3.2% |
| 1Y | +23.0% | +80.3% | -57.3% | -10.0% |
| 3Y | +93.3% | +177.9% | -84.6% | +11.0% |
| All | +96.4% | +232.6% | -136.1% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling