+93.3%
QQQM vs MDT
+25.0%
+68.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | -0.6% | -3.4% | +2.8% | -0.2% |
| 30D | -1.2% | +0.2% | -1.4% | -1.3% |
| 3M | -0.1% | +14.3% | -14.4% | -2.1% |
| 6M | +18.0% | +4.0% | +14.0% | +17.9% |
| YTD | +16.7% | -3.7% | +20.4% | +18.2% |
| 1Y | +23.0% | -0.4% | +23.4% | +23.6% |
| 3Y | +93.3% | +23.3% | +70.0% | +88.8% |
| All | +93.3% | +25.0% | +68.4% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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