+1,637.4%
QQQ vs MUB
+76.3%
+1,561.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.5% | -0.3% | +1.8% | +1.7% |
| 30D | -0.6% | -1.5% | +0.9% | +0.1% |
| 3M | +0.4% | -1.9% | +2.4% | +1.4% |
| 6M | +20.1% | -1.7% | +21.8% | +21.1% |
| YTD | +17.2% | -0.8% | +18.0% | +17.7% |
| 1Y | +24.7% | +1.5% | +23.2% | +24.0% |
| 3Y | +96.2% | +8.8% | +87.4% | +89.1% |
| 5Y | +94.4% | +2.0% | +92.4% | +91.4% |
| 10Y | +556.7% | +18.0% | +538.7% | +532.1% |
| All | +1,637.4% | +76.3% | +1,561.2% | +1,441.7% |
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