+152.0%
QQQM vs EQX
-2.6%
+154.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | +0.7% |
| 7D | -0.6% | -3.2% | +2.6% | -0.2% |
| 30D | -1.2% | +7.8% | -9.0% | -2.1% |
| 3M | -0.1% | +21.3% | -21.4% | -2.5% |
| 6M | +18.0% | -22.4% | +40.4% | +19.8% |
| YTD | +16.7% | -11.3% | +28.0% | +16.4% |
| 1Y | +23.0% | +13.5% | +9.5% | +19.3% |
| 3Y | +93.3% | +162.1% | -68.8% | +66.9% |
| 5Y | +96.3% | +84.2% | +12.1% | +67.6% |
| All | +152.0% | -2.6% | +154.6% | +145.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling