+56.8%
QQQI vs MSFU
-5.7%
+62.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | -1.0% | -6.9% | +5.9% | +0.2% |
| 30D | -0.6% | -5.1% | +4.6% | +0.2% |
| 3M | +3.4% | +44.6% | -41.3% | -4.8% |
| 6M | +10.6% | +32.8% | -22.2% | +2.5% |
| YTD | +10.3% | -10.1% | +20.4% | +11.4% |
| 1Y | +16.3% | -19.4% | +35.7% | +20.6% |
| All | +56.8% | -5.7% | +62.5% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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