+239.8%
MP vs QQQI
+58.2%
+181.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.1% |
| 7D | -2.9% | +0.4% | -3.3% | -3.4% |
| 30D | +13.8% | +1.0% | +12.8% | +12.5% |
| 3M | -16.7% | -1.2% | -15.5% | -14.7% |
| 6M | -11.5% | +11.6% | -23.1% | -21.4% |
| YTD | +7.9% | +11.7% | -3.7% | -4.2% |
| 1Y | -15.0% | +18.7% | -33.7% | -28.9% |
| All | +239.8% | +58.2% | +181.5% | +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 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