+157.5%
MPC vs QQQI
+51.3%
+106.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.9% |
| 7D | +11.2% | +3.3% | +7.9% | +9.7% |
| 30D | -14.5% | -5.8% | -8.7% | -12.4% |
| 3M | +16.7% | -5.0% | +21.7% | +18.8% |
| 6M | +67.6% | -3.2% | +70.7% | +68.2% |
| YTD | +157.9% | +6.8% | +151.1% | +143.4% |
| 1Y | +116.7% | +9.0% | +107.7% | +101.3% |
| All | +157.5% | +51.3% | +106.2% | +84.5% |
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