+25.6%
QQQ vs MUU
+3,255.9%
-3,230.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.6% | -11.4% | -0.8% |
| 7D | +0.4% | +17.4% | -17.0% | -1.0% |
| 30D | +0.2% | +24.0% | -23.7% | -1.9% |
| 3M | -2.8% | -23.9% | +21.1% | -4.3% |
| 6M | +18.0% | +284.4% | -266.4% | -0.4% |
| YTD | +17.3% | +583.7% | -566.4% | -6.5% |
| 1Y | +25.6% | +2,981.5% | -2,955.9% | -8.6% |
| All | +25.6% | +3,255.9% | -3,230.3% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling