-8.4%
MCD vs QQQI
+57.7%
-66.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -1.2% | -0.3% | -0.9% | -1.2% |
| 30D | -7.8% | -0.3% | -7.5% | -7.7% |
| 3M | -10.7% | +1.3% | -12.0% | -10.8% |
| 6M | -21.3% | +11.5% | -32.8% | -22.3% |
| YTD | -15.8% | +11.3% | -27.0% | -16.8% |
| 1Y | -16.0% | +16.9% | -32.9% | -17.7% |
| All | -8.4% | +57.7% | -66.1% | -14.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling