+154.7%
QLD vs MUB
+10.9%
+143.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.7% |
| 7D | -1.4% | +1.0% | -2.5% | -3.2% |
| 30D | -19.6% | +3.9% | -23.4% | -24.8% |
| 3M | -14.1% | -0.4% | -13.8% | -13.1% |
| 6M | -13.6% | -0.6% | -13.1% | -12.0% |
| YTD | +12.5% | +0.4% | +12.1% | +13.2% |
| 1Y | +13.1% | +0.8% | +12.3% | +13.2% |
| 3Y | +154.7% | +11.3% | +143.4% | +102.2% |
| All | +154.7% | +10.9% | +143.8% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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