+4.5%
QQQM vs MCHP
+11.2%
-6.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -13.9% | +7.6% | -2.7% |
| 7D | -9.4% | -20.1% | +10.7% | -4.2% |
| 30D | -14.7% | -20.2% | +5.5% | -9.9% |
| 3M | -9.6% | -16.1% | +6.6% | -5.9% |
| 6M | -4.7% | -33.4% | +28.7% | +3.9% |
| YTD | +5.9% | +3.5% | +2.4% | +5.9% |
| 1Y | +4.5% | +9.5% | -4.9% | +3.7% |
| All | +4.5% | +11.2% | -6.7% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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