+1,041.1%
MU vs QQQI
+57.7%
+983.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -2.5% |
| 7D | -4.1% | -0.3% | -3.7% | -3.2% |
| 30D | +7.0% | -0.3% | +7.3% | +8.0% |
| 3M | -2.1% | +1.3% | -3.4% | -1.6% |
| 6M | +133.1% | +11.5% | +121.6% | +95.5% |
| YTD | +241.9% | +11.3% | +230.6% | +190.9% |
| 1Y | +548.8% | +16.9% | +531.9% | +407.3% |
| All | +1,041.1% | +57.7% | +983.5% | +439.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling