+1,272.2%
MUU vs QLD
+56.6%
+1,215.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.5% | -2.8% | +0.4% |
| 7D | +24.7% | +7.0% | +17.7% | +8.9% |
| 30D | -35.1% | -14.3% | -20.8% | +0.6% |
| 3M | -44.3% | -16.0% | -28.3% | -8.5% |
| 6M | -44.4% | -14.2% | -30.2% | +9.1% |
| YTD | +244.9% | +12.8% | +232.2% | +333.8% |
| 1Y | +365.6% | +14.1% | +351.5% | +500.8% |
| All | +1,272.2% | +56.6% | +1,215.6% | +1,198.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling