+152.0%
QQQM vs EVRG
+94.9%
+57.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -1.2% | -1.2% | 0.0% | -1.0% |
| 3M | -0.1% | -0.6% | +0.5% | -0.1% |
| 6M | +18.0% | +2.4% | +15.5% | +17.1% |
| YTD | +16.7% | +15.5% | +1.2% | +13.1% |
| 1Y | +23.0% | +16.8% | +6.2% | +18.8% |
| 3Y | +93.3% | +75.0% | +18.3% | +70.0% |
| 5Y | +96.3% | +49.3% | +46.9% | +79.7% |
| All | +152.0% | +94.9% | +57.1% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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