+1,828.9%
MU vs QQQM
+152.0%
+1,676.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.6% |
| 7D | -4.1% | -0.6% | -3.5% | -3.2% |
| 30D | +7.0% | -1.2% | +8.2% | +9.3% |
| 3M | -2.1% | -0.1% | -2.0% | +1.2% |
| 6M | +133.1% | +18.0% | +115.1% | +95.9% |
| YTD | +241.9% | +16.7% | +225.2% | +194.4% |
| 1Y | +548.8% | +23.0% | +525.7% | +428.7% |
| 3Y | +1,308.2% | +93.3% | +1,214.9% | +596.1% |
| 5Y | +1,260.7% | +96.3% | +1,164.4% | +573.1% |
| All | +1,828.9% | +152.0% | +1,676.9% | +640.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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