+152.5%
QQQM vs EAT
+374.3%
-221.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +3.0% | +0.3% |
| 7D | +1.0% | -6.8% | +7.8% | +2.2% |
| 30D | -0.6% | -5.4% | +4.7% | +0.1% |
| 3M | +1.3% | +42.8% | -41.4% | -5.4% |
| 6M | +18.2% | +56.5% | -38.3% | +7.8% |
| YTD | +16.9% | +50.0% | -33.1% | +7.1% |
| 1Y | +24.0% | +38.3% | -14.2% | +14.7% |
| 3Y | +96.0% | +591.6% | -495.6% | +27.8% |
| 5Y | +95.2% | +312.6% | -217.4% | +29.4% |
| All | +152.5% | +374.3% | -221.7% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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