+1,000.7%
MUU vs QCOM
+3.2%
+997.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.5% | +3.7% | +1.2% |
| 7D | -42.8% | +0.4% | -43.2% | -41.1% |
| 30D | -63.6% | -6.6% | -57.0% | -58.3% |
| 3M | -48.5% | +3.7% | -52.2% | -51.5% |
| 6M | -36.9% | -13.3% | -23.6% | -18.2% |
| YTD | +176.7% | -1.8% | +178.4% | +182.8% |
| 1Y | +266.3% | -2.5% | +268.8% | +288.9% |
| All | +1,000.7% | +3.2% | +997.4% | +1,040.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling