+2,396.1%
MUU vs QQQM
+47.1%
+2,349.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -5.1% |
| 7D | -8.2% | -0.6% | -7.7% | -5.7% |
| 30D | +10.2% | -1.2% | +11.4% | +17.7% |
| 3M | -26.5% | -0.1% | -26.4% | -12.4% |
| 6M | +227.2% | +18.0% | +209.3% | +139.7% |
| YTD | +527.4% | +16.7% | +510.7% | +403.1% |
| 1Y | +1,843.7% | +23.0% | +1,820.6% | +1,307.8% |
| All | +2,396.1% | +47.1% | +2,349.0% | +1,212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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