+1,878.3%
MU vs QQQM
+153.2%
+1,725.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.4% |
| 7D | +7.2% | +1.5% | +5.7% | +4.7% |
| 30D | +14.0% | -0.7% | +14.6% | +15.4% |
| 3M | +5.4% | +0.4% | +4.9% | +8.4% |
| 6M | +170.3% | +20.1% | +150.2% | +121.5% |
| YTD | +250.7% | +17.2% | +233.4% | +199.7% |
| 1Y | +662.1% | +24.7% | +637.4% | +509.2% |
| 3Y | +1,341.2% | +96.6% | +1,244.6% | +597.2% |
| 5Y | +1,319.3% | +95.0% | +1,224.3% | +606.1% |
| All | +1,878.3% | +153.2% | +1,725.2% | +654.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling