+1,311.3%
MU vs QQQ
+91.9%
+1,219.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -2.7% |
| 7D | +2.0% | -1.3% | +3.3% | +4.8% |
| 30D | +12.5% | -1.4% | +13.9% | +16.1% |
| 3M | +9.6% | +2.3% | +7.3% | +9.2% |
| 6M | +142.6% | +16.9% | +125.7% | +95.5% |
| YTD | +242.7% | +15.6% | +227.0% | +184.4% |
| 1Y | +599.3% | +22.6% | +576.6% | +434.2% |
| All | +1,311.3% | +91.9% | +1,219.4% | +507.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling