+45.3%
MO vs QQQI
+8.3%
+37.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +2.0% |
| 7D | +6.9% | -4.2% | +11.1% | +4.0% |
| 30D | +14.9% | -7.1% | +22.0% | +10.0% |
| 3M | +16.4% | -2.7% | +19.1% | +14.7% |
| 6M | +9.6% | +2.0% | +7.6% | +11.3% |
| YTD | +41.8% | +8.2% | +33.6% | +47.0% |
| 1Y | +45.3% | +8.9% | +36.4% | +51.0% |
| All | +45.3% | +8.3% | +37.0% | +51.0% |
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