+558.6%
QQQ vs MUB
+17.2%
+541.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.4% |
| 7D | -0.6% | -0.8% | +0.3% | +0.3% |
| 30D | -1.2% | -2.4% | +1.2% | +1.3% |
| 3M | -0.2% | -2.8% | +2.6% | +2.9% |
| 6M | +17.9% | -2.2% | +20.1% | +20.8% |
| YTD | +16.6% | -1.6% | +18.2% | +18.8% |
| 1Y | +23.0% | 0.0% | +22.9% | +23.2% |
| 3Y | +92.9% | +7.9% | +85.1% | +78.3% |
| 5Y | +95.6% | +1.2% | +94.4% | +91.7% |
| All | +558.6% | +17.2% | +541.4% | +540.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling