+26.5%
MCK vs QQQI
+6.5%
+19.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.0% |
| 7D | +8.3% | -1.0% | +9.3% | +8.0% |
| 30D | +15.3% | -8.7% | +24.0% | +11.5% |
| 3M | +23.2% | -4.6% | +27.7% | +21.2% |
| 6M | +47.4% | -3.6% | +51.0% | +45.8% |
| YTD | +32.4% | +6.0% | +26.3% | +30.0% |
| 1Y | +26.5% | +6.0% | +20.5% | +24.1% |
| All | +26.5% | +6.5% | +19.9% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling