+140.0%
QQQM vs MP
+173.2%
-33.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -1.6% |
| 7D | +3.6% | +9.5% | -5.9% | +2.5% |
| 30D | -6.7% | -3.0% | -3.7% | -6.5% |
| 3M | -7.0% | -30.4% | +23.3% | -3.4% |
| 6M | -4.6% | -39.2% | +34.6% | 0.0% |
| YTD | +11.1% | -23.3% | +34.4% | +12.4% |
| 1Y | +12.3% | -32.6% | +45.0% | +15.0% |
| 3Y | +83.6% | +159.3% | -75.6% | +46.0% |
| 5Y | +78.1% | -16.4% | +94.6% | +60.8% |
| All | +140.0% | +173.2% | -33.2% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling