+149.8%
QQQM vs EVRG
+94.3%
+55.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.2% | -1.1% |
| 7D | -1.3% | -0.7% | -0.6% | -1.1% |
| 30D | -1.4% | 0.0% | -1.4% | -1.4% |
| 3M | +2.2% | -1.0% | +3.1% | +2.2% |
| 6M | +16.9% | +1.0% | +15.9% | +16.4% |
| YTD | +15.7% | +15.1% | +0.6% | +12.1% |
| 1Y | +22.7% | +17.6% | +5.1% | +18.3% |
| 3Y | +93.9% | +70.5% | +23.5% | +71.6% |
| 5Y | +94.6% | +48.9% | +45.7% | +78.2% |
| All | +149.8% | +94.3% | +55.5% | +129.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling