-3.2%
QQQI vs MOD
-51.6%
+48.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +27.9% | -28.8% | -4.4% |
| 7D | +3.3% | +40.4% | -37.1% | -1.8% |
| 30D | -5.8% | -14.0% | +8.2% | -3.7% |
| 3M | -5.0% | -33.3% | +28.3% | +0.8% |
| 6M | -3.2% | -51.4% | +48.2% | +7.6% |
| All | -3.2% | -51.6% | +48.4% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 6mo: compounded portfolio wealth divided by compounded MOD 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…
6mo analysis · Full analysis span regression · 6 months rolling