+6,450.8%
QLD vs MUB
+76.3%
+6,374.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.6% | -0.9% | +1.4% | +1.4% |
| 30D | -0.1% | -1.4% | +1.3% | +1.3% |
| 3M | -8.4% | -2.2% | -6.2% | -6.3% |
| 6M | +32.2% | -1.9% | +34.1% | +35.0% |
| YTD | +28.9% | -0.8% | +29.7% | +30.3% |
| 1Y | +43.8% | +2.7% | +41.1% | +40.8% |
| 3Y | +176.6% | +8.6% | +168.0% | +157.5% |
| 5Y | +121.6% | +2.0% | +119.5% | +116.1% |
| 10Y | +1,652.9% | +17.9% | +1,635.0% | +1,537.9% |
| All | +6,450.8% | +76.3% | +6,374.5% | +5,047.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling