+2,396.1%
MUU vs QQQI
+38.7%
+2,357.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -5.7% |
| 7D | -8.2% | -0.3% | -7.9% | -6.5% |
| 30D | +10.2% | -0.3% | +10.4% | +13.1% |
| 3M | -26.5% | +1.3% | -27.9% | -18.1% |
| 6M | +227.2% | +11.5% | +215.7% | +176.2% |
| YTD | +527.4% | +11.3% | +516.1% | +459.5% |
| 1Y | +1,843.7% | +16.9% | +1,826.8% | +1,448.5% |
| All | +2,396.1% | +38.7% | +2,357.4% | +1,258.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling