+265.1%
MU vs QQQ
+11.5%
+253.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.0% | -8.0% | -9.7% |
| 7D | -19.1% | -4.6% | -14.5% | -7.6% |
| 30D | -25.2% | -8.5% | -16.7% | -3.5% |
| 3M | -10.9% | -4.3% | -6.6% | +1.1% |
| 6M | +38.0% | +3.1% | +34.9% | +37.8% |
| YTD | +178.8% | +13.0% | +165.8% | +129.1% |
| 1Y | +265.1% | +12.3% | +252.9% | +209.5% |
| All | +265.1% | +11.5% | +253.6% | +209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQ.
Daily Out/Under-Performance
Portfolio return minus QQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQ 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 QQQ 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