+93.7%
QQQM vs MCD
-2.6%
+96.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +1.0% | -2.9% | +3.9% | +1.1% |
| 30D | -0.6% | -6.7% | +6.1% | -0.3% |
| 3M | +1.3% | -9.6% | +10.9% | +1.9% |
| 6M | +18.2% | -22.3% | +40.5% | +21.4% |
| YTD | +16.9% | -15.4% | +32.4% | +18.6% |
| 1Y | +24.0% | -16.8% | +40.9% | +26.1% |
| All | +93.7% | -2.6% | +96.3% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 3y: compounded portfolio wealth divided by compounded MCD 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…
3y analysis · Full analysis span regression · 6 months rolling