+0.8%
MUB vs QID
-80.2%
+81.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -0.7% |
| 7D | -1.2% | +2.7% | -4.0% | -1.2% |
| 30D | -2.8% | +3.3% | -6.1% | -2.7% |
| 3M | -3.1% | -5.5% | +2.5% | -3.1% |
| 6M | -2.9% | -28.4% | +25.5% | -3.4% |
| YTD | -2.0% | -26.6% | +24.5% | -2.5% |
| 1Y | 0.0% | -34.1% | +34.1% | -0.6% |
| 3Y | +7.4% | -73.7% | +81.1% | +5.2% |
| 5Y | +0.8% | -80.7% | +81.4% | -2.1% |
| All | +0.8% | -80.2% | +81.0% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling