-20.7%
MDLN vs QQQI
+11.9%
-32.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | -11.1% | -0.3% | -10.7% | -11.0% |
| 30D | -8.4% | -0.3% | -8.1% | -8.3% |
| 3M | -12.4% | +1.3% | -13.7% | -12.8% |
| 6M | -23.3% | +11.5% | -34.7% | -28.2% |
| YTD | -22.5% | +11.3% | -33.8% | -27.2% |
| All | -20.7% | +11.9% | -32.5% | -25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling