-19.9%
MP vs QQQI
+16.9%
-36.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -3.3% |
| 7D | -7.4% | -0.3% | -7.0% | -6.7% |
| 30D | -6.7% | -0.3% | -6.4% | -5.9% |
| 3M | -11.7% | +1.3% | -13.0% | -13.9% |
| 6M | -18.9% | +11.5% | -30.3% | -33.9% |
| YTD | 0.0% | +11.3% | -11.3% | -18.7% |
| 1Y | -19.9% | +16.9% | -36.7% | -39.1% |
| All | -19.9% | +16.9% | -36.8% | -39.1% |
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