-8.1%
MCD vs QQQI
+57.7%
-65.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -2.9% | +0.8% | -3.7% | -2.9% |
| 30D | -6.7% | +0.2% | -6.9% | -6.7% |
| 3M | -9.6% | +2.3% | -11.9% | -9.7% |
| 6M | -22.3% | +11.6% | -33.9% | -23.3% |
| YTD | -15.4% | +11.3% | -26.7% | -16.5% |
| 1Y | -16.8% | +17.4% | -34.2% | -18.5% |
| All | -8.1% | +57.7% | -65.8% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling