+228.8%
MU vs QQQ
+10.6%
+218.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | +0.9% |
| 7D | +12.8% | +3.6% | +9.2% | +2.5% |
| 30D | -14.9% | -6.7% | -8.1% | +5.7% |
| 3M | -18.0% | -7.0% | -11.0% | +2.9% |
| 6M | -3.1% | -4.7% | +1.5% | +19.5% |
| YTD | +172.9% | +11.1% | +161.8% | +138.7% |
| 1Y | +228.8% | +12.3% | +216.6% | +178.8% |
| All | +228.8% | +10.6% | +218.2% | +178.8% |
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