+152.0%
QQQM vs EIX
+31.7%
+120.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | -0.6% | -1.4% | +0.8% | -0.4% |
| 30D | -1.2% | -19.3% | +18.1% | +1.5% |
| 3M | -0.1% | -21.7% | +21.6% | +2.9% |
| 6M | +18.0% | -19.8% | +37.8% | +20.7% |
| YTD | +16.7% | -3.0% | +19.7% | +14.2% |
| 1Y | +23.0% | +5.1% | +17.9% | +17.9% |
| 3Y | +93.3% | -7.0% | +100.3% | +85.4% |
| 5Y | +96.3% | +22.0% | +74.2% | +76.2% |
| All | +152.0% | +31.7% | +120.4% | +125.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling