-12.8%
MDB vs QQQI
+57.7%
-70.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -4.5% |
| 7D | -1.8% | -0.3% | -1.4% | -1.4% |
| 30D | -17.3% | -0.3% | -17.0% | -16.8% |
| 3M | +2.2% | +1.3% | +0.9% | -0.6% |
| 6M | +33.9% | +11.5% | +22.4% | +11.1% |
| YTD | -13.7% | +11.3% | -25.0% | -27.6% |
| 1Y | +9.1% | +16.9% | -7.8% | -15.4% |
| All | -12.8% | +57.7% | -70.5% | -59.4% |
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