+4.5%
QQQM vs EQX
+6.3%
-1.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | 0.0% | -6.3% | -6.3% |
| 7D | -9.4% | +10.8% | -20.2% | -10.6% |
| 30D | -14.7% | -0.9% | -13.8% | -14.7% |
| 3M | -9.6% | +9.5% | -19.1% | -11.0% |
| 6M | -4.7% | -16.8% | +12.1% | -4.3% |
| YTD | +5.9% | -19.3% | +25.2% | +5.9% |
| 1Y | +4.5% | +6.9% | -2.3% | -0.1% |
| All | +4.5% | +6.3% | -1.7% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 1y: compounded portfolio wealth divided by compounded EQX 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…
1y analysis · Full analysis span regression · 6 months rolling