+3,708.3%
MU vs QQQ
+1,568.9%
+2,139.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +5.9% |
| 7D | +9.0% | +0.4% | +8.6% | +8.5% |
| 30D | +13.8% | +0.2% | +13.6% | +13.7% |
| 3M | +2.1% | -2.8% | +4.9% | +9.9% |
| 6M | +153.8% | +18.0% | +135.8% | +119.8% |
| YTD | +256.4% | +17.3% | +239.1% | +212.9% |
| 1Y | +719.8% | +25.6% | +694.2% | +574.0% |
| 3Y | +1,360.4% | +93.7% | +1,266.6% | +662.5% |
| 5Y | +1,312.4% | +94.2% | +1,218.3% | +641.8% |
| 10Y | +6,142.6% | +557.9% | +5,584.7% | +733.8% |
| All | +3,708.3% | +1,568.9% | +2,139.3% | +135.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling