+123.7%
MMM vs QQQI
+58.1%
+65.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.6% | +1.3% | -2.9% | -2.4% |
| 30D | -8.0% | +0.2% | -8.2% | -8.2% |
| 3M | +9.4% | +1.5% | +7.9% | +7.9% |
| 6M | +10.2% | +13.2% | -3.0% | 0.0% |
| YTD | +6.1% | +11.6% | -5.5% | -2.8% |
| 1Y | +10.8% | +18.0% | -7.2% | -3.0% |
| All | +123.7% | +58.1% | +65.6% | +64.6% |
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