+58.2%
QQQI vs MDY
+37.8%
+20.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.3% |
| 7D | -0.3% | -1.9% | +1.5% | +1.0% |
| 30D | -0.3% | -4.6% | +4.4% | +3.2% |
| 3M | +1.3% | -1.2% | +2.6% | +2.4% |
| 6M | +11.5% | +9.2% | +2.3% | +4.8% |
| YTD | +11.3% | +13.1% | -1.8% | +1.9% |
| 1Y | +16.9% | +13.0% | +3.9% | +7.0% |
| All | +58.2% | +37.8% | +20.4% | +26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling