+2,423.9%
MUU vs QID
-55.7%
+2,479.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +2.3% | -11.6% | -4.1% |
| 7D | +3.6% | +2.7% | +0.8% | +10.6% |
| 30D | +22.3% | +3.3% | +19.0% | +34.8% |
| 3M | -8.2% | -5.5% | -2.7% | +7.7% |
| 6M | +256.3% | -28.4% | +284.7% | +205.8% |
| YTD | +534.4% | -26.6% | +561.0% | +516.6% |
| 1Y | +2,163.5% | -34.1% | +2,197.6% | +1,979.1% |
| All | +2,423.9% | -55.7% | +2,479.5% | +2,007.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling