+148.1%
MPC vs QQQI
+57.7%
+90.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +3.2% | +0.8% | +2.4% | +2.8% |
| 30D | +25.0% | +0.2% | +24.9% | +24.9% |
| 3M | +55.2% | +2.3% | +52.8% | +52.5% |
| 6M | +86.4% | +11.6% | +74.8% | +73.6% |
| YTD | +148.5% | +11.3% | +137.2% | +131.3% |
| 1Y | +121.7% | +17.4% | +104.3% | +98.2% |
| All | +148.1% | +57.7% | +90.4% | +75.3% |
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