+1,138.0%
MUU vs QLD
+56.4%
+1,081.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +6.8% | +5.7% | -2.9% |
| 7D | -27.2% | -1.4% | -25.7% | -20.6% |
| 30D | -54.0% | -19.6% | -34.5% | -18.7% |
| 3M | -41.4% | -14.1% | -27.3% | -9.5% |
| 6M | -42.5% | -13.6% | -28.8% | +10.3% |
| YTD | +211.2% | +12.5% | +198.7% | +287.1% |
| 1Y | +313.4% | +13.1% | +300.2% | +436.9% |
| All | +1,138.0% | +56.4% | +1,081.7% | +1,058.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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