+93.7%
QQQM vs MPC
+171.8%
-78.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | +1.0% | +3.2% | -2.2% | +0.6% |
| 30D | -0.6% | +25.0% | -25.7% | -3.7% |
| 3M | +1.3% | +55.2% | -53.9% | -5.0% |
| 6M | +18.2% | +86.4% | -68.2% | +6.7% |
| YTD | +16.9% | +148.5% | -131.5% | -0.7% |
| 1Y | +24.0% | +121.7% | -97.7% | +7.7% |
| All | +93.7% | +171.8% | -78.0% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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