+228.8%
MU vs QLD
+10.7%
+218.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | -0.1% | +1.0% |
| 7D | +12.8% | +7.0% | +5.8% | +2.7% |
| 30D | -14.9% | -14.3% | -0.5% | +6.6% |
| 3M | -18.0% | -16.0% | -2.0% | +5.2% |
| 6M | -3.1% | -14.2% | +11.1% | +24.7% |
| YTD | +172.9% | +12.8% | +160.1% | +155.8% |
| 1Y | +228.8% | +14.1% | +214.8% | +202.5% |
| All | +228.8% | +10.7% | +218.2% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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