+4.5%
QQQM vs MCK
+27.9%
-23.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.6% | -6.3% |
| 7D | -9.4% | +9.3% | -18.7% | -8.2% |
| 30D | -14.7% | +16.3% | -31.0% | -12.8% |
| 3M | -9.6% | +22.3% | -31.9% | -6.9% |
| 6M | -4.7% | +34.1% | -38.8% | +0.1% |
| YTD | +5.9% | +31.1% | -25.2% | +12.3% |
| 1Y | +4.5% | +27.5% | -23.0% | +10.5% |
| All | +4.5% | +27.9% | -23.4% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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