+2,981.5%
MUU vs QCOM
+10.3%
+2,971.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.5% |
| 7D | +17.4% | +3.3% | +14.0% | +13.0% |
| 30D | +24.0% | +7.7% | +16.3% | +13.1% |
| 3M | -23.9% | -30.1% | +6.2% | +23.8% |
| 6M | +284.4% | +22.8% | +261.6% | +255.8% |
| YTD | +583.7% | +0.2% | +583.5% | +720.5% |
| 1Y | +2,981.5% | +7.9% | +2,973.6% | +3,521.2% |
| All | +2,981.5% | +10.3% | +2,971.2% | +3,521.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QCOM.
Daily Out/Under-Performance
Portfolio return minus QCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QCOM 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 QCOM 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