+29.4%
MA vs QQQI
+57.7%
-28.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -3.5% | +0.8% | -4.3% | -3.8% |
| 30D | +0.8% | +0.2% | +0.6% | +0.7% |
| 3M | +14.8% | +2.3% | +12.4% | +13.0% |
| 6M | +10.0% | +11.6% | -1.6% | +2.7% |
| YTD | -0.1% | +11.3% | -11.4% | -6.6% |
| 1Y | -2.2% | +17.4% | -19.6% | -11.7% |
| All | +29.4% | +57.7% | -28.3% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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