+58.2%
QQQI vs MKSI
+143.9%
-85.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.4% |
| 7D | -0.3% | +2.7% | -3.0% | -0.9% |
| 30D | -0.3% | -12.8% | +12.5% | +2.6% |
| 3M | +1.3% | -22.5% | +23.9% | +5.9% |
| 6M | +11.5% | +19.4% | -7.9% | +4.8% |
| YTD | +11.3% | +67.7% | -56.4% | -4.0% |
| 1Y | +16.9% | +131.4% | -114.5% | -7.7% |
| All | +58.2% | +143.9% | -85.7% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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