+84.6%
MRK vs QQQI
+8.3%
+76.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.0% | +2.9% | +4.1% |
| 7D | +6.7% | -4.2% | +10.9% | +6.1% |
| 30D | +7.8% | -7.1% | +14.8% | +6.8% |
| 3M | +18.2% | -2.7% | +20.8% | +17.7% |
| 6M | +34.7% | +2.0% | +32.7% | +33.3% |
| YTD | +45.8% | +8.2% | +37.6% | +41.7% |
| 1Y | +84.6% | +8.9% | +75.7% | +79.3% |
| All | +84.6% | +8.3% | +76.2% | +79.3% |
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 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