+1,070.4%
MU vs QQQI
+58.1%
+1,012.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.4% |
| 7D | +7.2% | +1.3% | +5.8% | +3.7% |
| 30D | +14.0% | +0.2% | +13.8% | +13.7% |
| 3M | +5.4% | +1.5% | +3.9% | +5.9% |
| 6M | +170.3% | +13.2% | +157.0% | +118.9% |
| YTD | +250.7% | +11.6% | +239.1% | +196.3% |
| 1Y | +662.1% | +18.0% | +644.1% | +483.8% |
| All | +1,070.4% | +58.1% | +1,012.3% | +450.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded QQQI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling