+1,043.6%
MU vs QQQI
+56.3%
+987.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -2.6% |
| 7D | +2.0% | -1.0% | +3.1% | +4.8% |
| 30D | +12.5% | -0.6% | +13.1% | +14.5% |
| 3M | +9.6% | +3.4% | +6.2% | +5.6% |
| 6M | +142.6% | +10.6% | +132.0% | +107.7% |
| YTD | +242.7% | +10.3% | +232.3% | +198.2% |
| 1Y | +599.3% | +16.3% | +582.9% | +454.6% |
| All | +1,043.6% | +56.3% | +987.4% | +453.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling