+548.8%
MU vs QQQM
+23.2%
+525.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -2.8% |
| 7D | -4.1% | -0.6% | -3.5% | -2.5% |
| 30D | +7.0% | -1.2% | +8.2% | +11.0% |
| 3M | -2.1% | -0.1% | -2.0% | +1.7% |
| 6M | +133.1% | +18.0% | +115.1% | +68.3% |
| YTD | +241.9% | +16.7% | +225.2% | +157.3% |
| 1Y | +548.8% | +23.0% | +525.7% | +322.6% |
| All | +548.8% | +23.2% | +525.5% | +322.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling