+58.2%
QQQI vs MKC
-19.6%
+77.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | -0.3% | -1.5% | +1.1% | -0.4% |
| 30D | -0.3% | -3.1% | +2.8% | -0.4% |
| 3M | +1.3% | +5.2% | -3.8% | +1.5% |
| 6M | +11.5% | -12.8% | +24.3% | +12.1% |
| YTD | +11.3% | -23.3% | +34.6% | +12.3% |
| 1Y | +16.9% | -24.1% | +41.0% | +18.1% |
| All | +58.2% | -19.6% | +77.8% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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