+84.8%
MRK vs QQQI
+19.4%
+65.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +1.3% | +0.4% | +0.9% | +1.4% |
| 30D | +17.1% | +1.0% | +16.2% | +17.3% |
| 3M | +25.9% | -1.2% | +27.1% | +26.0% |
| 6M | +26.8% | +11.6% | +15.2% | +24.1% |
| YTD | +44.9% | +11.7% | +33.2% | +41.4% |
| 1Y | +84.8% | +18.7% | +66.2% | +64.5% |
| All | +84.8% | +19.4% | +65.5% | +64.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling