+1,014.6%
MU vs QQQ
+81.2%
+933.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.3% | +9.6% | +8.1% |
| 7D | +2.0% | -0.2% | +2.2% | +4.0% |
| 30D | -18.0% | -7.5% | -10.5% | -5.1% |
| 3M | -6.6% | -3.8% | -2.8% | +2.0% |
| 6M | +2.0% | -3.0% | +5.0% | +15.5% |
| YTD | +184.5% | +12.8% | +171.7% | +163.9% |
| 1Y | +236.9% | +11.6% | +225.3% | +220.3% |
| 3Y | +987.0% | +85.6% | +901.4% | +482.8% |
| 5Y | +1,014.6% | +82.1% | +932.5% | +527.1% |
| All | +1,014.6% | +81.2% | +933.4% | +527.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling