+85.9%
QQQM vs MPC
+201.9%
-116.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.6% |
| 7D | +6.2% | +9.4% | -3.2% | +5.0% |
| 30D | -7.4% | -13.4% | +6.0% | -6.0% |
| 3M | -4.8% | +18.9% | -23.7% | -7.5% |
| 6M | -2.4% | +64.9% | -67.4% | -9.9% |
| YTD | +12.4% | +156.8% | -144.4% | -5.6% |
| 1Y | +11.4% | +113.2% | -101.8% | -2.6% |
| All | +85.9% | +201.9% | -116.1% | +48.0% |
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