+640.8%
MU vs QID
-36.2%
+677.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.2% |
| 7D | +7.2% | -2.7% | +9.9% | +3.0% |
| 30D | +14.0% | +1.8% | +12.2% | +17.8% |
| 3M | +5.4% | -2.2% | +7.5% | +12.7% |
| 6M | +170.3% | -32.1% | +202.4% | +100.1% |
| YTD | +250.7% | -28.6% | +279.2% | +186.2% |
| All | +640.8% | -36.2% | +677.0% | +446.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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