+2,396.1%
MUU vs QID
-56.5%
+2,452.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -5.1% |
| 7D | -8.2% | +1.3% | -9.5% | -5.3% |
| 30D | +10.2% | +2.9% | +7.2% | +20.0% |
| 3M | -26.5% | -0.7% | -25.8% | -6.8% |
| 6M | +227.2% | -29.7% | +256.9% | +169.4% |
| YTD | +527.4% | -27.9% | +555.3% | +485.1% |
| 1Y | +1,843.7% | -34.6% | +1,878.2% | +1,643.8% |
| All | +2,396.1% | -56.5% | +2,452.5% | +1,900.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling