-6.6%
MU vs QQQ
-4.5%
-2.1%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | QQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.3% | +9.6% | +6.4% |
| 7D | +2.0% | -0.2% | +2.2% | +4.2% |
| 30D | -18.0% | -7.5% | -10.5% | -1.2% |
| 3M | -6.6% | -3.8% | -2.8% | +4.2% |
| All | -6.6% | -4.5% | -2.1% | +4.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling