+237.5%
MUU vs QQQI
+2.7%
+234.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -5.7% | -28.7% | +1.6% |
| 7D | -53.2% | -8.5% | -44.7% | -12.7% |
| 30D | -64.1% | -12.7% | -51.4% | -5.8% |
| 3M | -54.1% | -7.7% | -46.4% | -15.6% |
| 6M | -37.7% | -4.6% | -33.0% | +27.6% |
| YTD | +153.4% | +2.1% | +151.3% | +307.3% |
| 1Y | +237.5% | +2.1% | +235.4% | +476.5% |
| All | +237.5% | +2.7% | +234.7% | +476.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling