+1,315.7%
MU vs QID
-80.8%
+1,396.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +5.8% |
| 7D | +9.0% | -0.6% | +9.6% | +8.5% |
| 30D | +13.8% | 0.0% | +13.8% | +14.4% |
| 3M | +2.1% | +3.7% | -1.6% | +13.7% |
| 6M | +153.8% | -29.9% | +183.7% | +121.5% |
| YTD | +256.4% | -28.8% | +285.2% | +219.5% |
| 1Y | +719.8% | -37.2% | +756.9% | +598.8% |
| 3Y | +1,360.4% | -73.7% | +1,434.1% | +808.8% |
| All | +1,315.7% | -80.8% | +1,396.4% | +852.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling