+1,089.5%
MU vs QQQI
+58.2%
+1,031.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +5.6% |
| 7D | +9.0% | +0.4% | +8.6% | +7.9% |
| 30D | +13.8% | +1.0% | +12.8% | +11.3% |
| 3M | +2.1% | -1.2% | +3.3% | +10.3% |
| 6M | +153.8% | +11.6% | +142.2% | +112.7% |
| YTD | +256.4% | +11.7% | +244.7% | +200.5% |
| 1Y | +719.8% | +18.7% | +701.1% | +520.1% |
| All | +1,089.5% | +58.2% | +1,031.3% | +457.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling