+5,093.5%
MU vs QID
-100.0%
+5,193.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -0.1% |
| 7D | -15.2% | +1.8% | -17.0% | -12.0% |
| 30D | -29.5% | +21.6% | -51.1% | -14.8% |
| 3M | -15.8% | +12.6% | -28.4% | -2.9% |
| 6M | -2.9% | +6.9% | -9.8% | +17.3% |
| YTD | +154.2% | -20.5% | +174.8% | +158.9% |
| 1Y | +186.6% | -18.1% | +204.7% | +204.0% |
| 3Y | +871.5% | -70.7% | +942.2% | +535.6% |
| 5Y | +911.7% | -77.2% | +988.9% | +641.8% |
| 10Y | +4,277.4% | -99.0% | +4,376.4% | +412.9% |
| All | +5,093.5% | -100.0% | +5,193.5% | +5.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling