+2,538.2%
MUU vs QS
+4.5%
+2,533.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -4.0% |
| 7D | +13.9% | +2.2% | +11.7% | +12.7% |
| 30D | +24.8% | -8.1% | +32.9% | +30.0% |
| 3M | -15.7% | -27.0% | +11.3% | -0.5% |
| 6M | +338.9% | -16.4% | +355.3% | +408.7% |
| YTD | +563.2% | -46.4% | +609.5% | +801.0% |
| 1Y | +2,577.5% | -41.1% | +2,618.6% | +3,326.9% |
| All | +2,538.2% | +4.5% | +2,533.8% | +1,966.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling