+96.2%
QQQ vs MSCI
+4.4%
+91.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +0.7% |
| 7D | +1.5% | -2.1% | +3.6% | +1.9% |
| 30D | -0.6% | -1.7% | +1.1% | -0.3% |
| 3M | +0.4% | -8.2% | +8.7% | +1.8% |
| 6M | +20.1% | -2.4% | +22.5% | +19.4% |
| YTD | +17.2% | -2.8% | +20.0% | +16.4% |
| 1Y | +24.7% | -2.7% | +27.4% | +23.3% |
| 3Y | +96.2% | +7.3% | +88.9% | +86.0% |
| All | +96.2% | +4.4% | +91.7% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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