+2,981.5%
MUU vs QS
-28.5%
+3,009.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.6% | +11.0% | +11.2% |
| 7D | +17.4% | -2.3% | +19.7% | +19.4% |
| 30D | +24.0% | -0.7% | +24.7% | +23.5% |
| 3M | -23.9% | -39.6% | +15.8% | +8.5% |
| 6M | +284.4% | -21.7% | +306.1% | +387.4% |
| YTD | +583.7% | -47.4% | +631.1% | +917.1% |
| 1Y | +2,981.5% | -28.4% | +3,009.8% | +4,068.5% |
| All | +2,981.5% | -28.5% | +3,009.9% | +4,068.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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