+1,384.0%
MU vs QQQM
+94.4%
+1,289.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.0% | +3.3% |
| 7D | +7.5% | +1.0% | +6.5% | +5.2% |
| 30D | +19.4% | -0.6% | +20.0% | +21.2% |
| 3M | +9.8% | +1.3% | +8.5% | +11.3% |
| 6M | +164.1% | +18.2% | +146.0% | +107.4% |
| YTD | +260.3% | +16.9% | +243.4% | +191.5% |
| 1Y | +661.2% | +24.0% | +637.1% | +466.1% |
| All | +1,384.0% | +94.4% | +1,289.6% | +519.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling