+238.3%
MP vs QQQI
+57.7%
+180.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.6% |
| 7D | -0.7% | +0.8% | -1.6% | -1.9% |
| 30D | -0.7% | +0.2% | -0.8% | -0.7% |
| 3M | 0.0% | +2.3% | -2.3% | -2.3% |
| 6M | -10.0% | +11.6% | -21.5% | -20.0% |
| YTD | +7.5% | +11.3% | -3.8% | -4.1% |
| 1Y | -14.0% | +17.4% | -31.4% | -27.2% |
| All | +238.3% | +57.7% | +180.6% | +121.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling