+2,423.9%
MUU vs QQQM
+45.8%
+2,378.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.1% | -8.3% | -4.5% |
| 7D | +3.6% | -1.3% | +4.8% | +10.0% |
| 30D | +22.3% | -1.4% | +23.7% | +32.1% |
| 3M | -8.2% | +2.2% | -10.4% | +1.4% |
| 6M | +256.3% | +16.9% | +239.5% | +172.3% |
| YTD | +534.4% | +15.7% | +518.7% | +430.2% |
| 1Y | +2,163.5% | +22.7% | +2,140.8% | +1,577.1% |
| All | +2,423.9% | +45.8% | +2,378.1% | +1,283.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling