+2.1%
QQQI vs MSTU
-89.8%
+91.9%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -18.3% | +12.6% | -4.7% |
| 7D | -8.5% | -18.2% | +9.7% | -7.6% |
| 30D | -12.7% | -42.7% | +30.0% | -10.7% |
| 3M | -7.7% | +37.0% | -44.7% | -10.4% |
| 6M | -4.6% | -70.1% | +65.5% | -1.7% |
| YTD | +2.1% | -68.2% | +70.3% | +2.0% |
| 1Y | +2.1% | -90.1% | +92.1% | +7.6% |
| All | +2.1% | -89.8% | +91.9% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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