+162.4%
MS vs QQQI
+57.7%
+104.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | -1.5% | -0.3% | -1.2% | -1.2% |
| 30D | -1.5% | -0.3% | -1.2% | -1.2% |
| 3M | +1.4% | +1.3% | 0.0% | -0.4% |
| 6M | +34.7% | +11.5% | +23.2% | +19.6% |
| YTD | +22.7% | +11.3% | +11.5% | +9.4% |
| 1Y | +40.1% | +16.9% | +23.2% | +18.5% |
| All | +162.4% | +57.7% | +104.7% | +78.9% |
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