+143.7%
MPC vs QQQI
+56.3%
+87.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.3% |
| 7D | +1.2% | -1.0% | +2.3% | +1.7% |
| 30D | +17.0% | -0.6% | +17.5% | +17.2% |
| 3M | +49.5% | +3.4% | +46.1% | +46.0% |
| 6M | +83.5% | +10.6% | +72.9% | +71.6% |
| YTD | +144.1% | +10.3% | +133.8% | +128.2% |
| 1Y | +119.6% | +16.3% | +103.2% | +97.2% |
| All | +143.7% | +56.3% | +87.4% | +72.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling