-10.0%
MDB vs QQQI
+56.3%
-66.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +5.7% |
| 7D | -2.8% | -1.0% | -1.7% | -1.3% |
| 30D | -14.9% | -0.6% | -14.3% | -14.0% |
| 3M | +7.3% | +3.4% | +4.0% | +1.0% |
| 6M | +38.2% | +10.6% | +27.5% | +16.1% |
| YTD | -10.9% | +10.3% | -21.2% | -24.2% |
| 1Y | +11.6% | +16.3% | -4.7% | -12.8% |
| All | -10.0% | +56.3% | -66.3% | -57.5% |
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