+46.9%
QQQI vs MAS
+27.2%
+19.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.8% | +1.5% |
| 7D | -4.2% | +2.4% | -6.6% | -4.6% |
| 30D | -11.6% | +19.8% | -31.4% | -14.8% |
| 3M | -6.4% | +9.8% | -16.2% | -8.2% |
| 6M | -4.7% | +15.8% | -20.5% | -8.1% |
| YTD | +3.3% | +31.8% | -28.5% | -4.2% |
| 1Y | +5.0% | +35.4% | -30.3% | -3.4% |
| All | +46.9% | +27.2% | +19.7% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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