+2,423.9%
MUU vs QS
-3.2%
+2,427.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.8% | -8.6% | -8.9% |
| 7D | +3.6% | -5.0% | +8.5% | +5.9% |
| 30D | +22.3% | -18.3% | +40.6% | +34.8% |
| 3M | -8.2% | -26.0% | +17.8% | +7.6% |
| 6M | +256.3% | -24.0% | +280.4% | +330.5% |
| YTD | +534.4% | -50.3% | +584.7% | +792.5% |
| 1Y | +2,163.5% | -38.0% | +2,201.5% | +2,794.6% |
| All | +2,423.9% | -3.2% | +2,427.1% | +1,946.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling