+2.1%
QQQI vs MDY
+12.5%
-10.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.9% | -1.8% | -2.4% |
| 7D | -8.5% | -3.4% | -5.1% | -5.7% |
| 30D | -12.7% | -3.2% | -9.6% | -10.3% |
| 3M | -7.7% | -6.7% | -1.0% | -2.4% |
| 6M | -4.6% | -1.8% | -2.8% | -2.6% |
| YTD | +2.1% | +9.2% | -7.1% | -3.3% |
| 1Y | +2.1% | +11.7% | -9.7% | -4.9% |
| All | +2.1% | +12.5% | -10.4% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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