+16.9%
QQQI vs MLM
-17.1%
+34.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.7% |
| 7D | -0.3% | -0.9% | +0.6% | -0.2% |
| 30D | -0.3% | -6.1% | +5.8% | +0.5% |
| 3M | +1.3% | -9.7% | +11.0% | +2.3% |
| 6M | +11.5% | -14.4% | +25.9% | +13.1% |
| YTD | +11.3% | -17.7% | +29.0% | +12.6% |
| 1Y | +16.9% | -18.7% | +35.6% | +17.9% |
| All | +16.9% | -17.1% | +34.0% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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