+661.2%
MU vs QS
-45.8%
+706.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.6% | +9.4% | +5.2% |
| 7D | +7.5% | -4.2% | +11.7% | +9.0% |
| 30D | +19.4% | -15.7% | +35.0% | +26.8% |
| 3M | +9.8% | -28.7% | +38.5% | +23.0% |
| 6M | +164.1% | -23.2% | +187.4% | +192.2% |
| YTD | +260.3% | -49.9% | +310.2% | +340.0% |
| 1Y | +661.2% | -38.8% | +700.0% | +728.5% |
| All | +661.2% | -45.8% | +706.9% | +728.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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