+4.1%
MDLZ vs QQQI
+16.9%
-12.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | +0.3% |
| 7D | +1.9% | -0.3% | +2.2% | +1.8% |
| 30D | +0.4% | -0.3% | +0.7% | +0.3% |
| 3M | -0.6% | +1.3% | -2.0% | +0.2% |
| 6M | +14.7% | +11.5% | +3.2% | +16.0% |
| YTD | +18.0% | +11.3% | +6.7% | +19.1% |
| 1Y | +4.1% | +16.9% | -12.8% | +9.0% |
| All | +4.1% | +16.9% | -12.8% | +9.0% |
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