+14.0%
MCHP vs QQQI
+11.3%
+2.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +1.8% |
| 7D | 0.0% | -0.3% | +0.4% | +0.8% |
| 30D | -6.0% | -0.3% | -5.8% | -5.4% |
| 3M | -19.7% | +1.3% | -21.0% | -19.8% |
| 6M | +14.0% | +11.5% | +2.5% | -1.3% |
| All | +14.0% | +11.3% | +2.7% | -1.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling