+93.3%
QQQM vs EOG
+22.5%
+70.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | +1.5% | -2.1% | -0.7% |
| 30D | -1.2% | +2.9% | -4.2% | -1.5% |
| 3M | -0.1% | +8.7% | -8.8% | -1.0% |
| 6M | +18.0% | +12.9% | +5.1% | +15.5% |
| YTD | +16.7% | +43.8% | -27.1% | +8.6% |
| 1Y | +23.0% | +27.1% | -4.0% | +17.6% |
| 3Y | +93.3% | +25.9% | +67.4% | +82.3% |
| All | +93.3% | +22.5% | +70.8% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 3y: compounded portfolio wealth divided by compounded EOG 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…
3y analysis · Full analysis span regression · 6 months rolling