+45.2%
QQQ vs MUU
+2,520.2%
-2,475.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.3% | +8.3% | -0.1% |
| 7D | -1.3% | +3.6% | -4.8% | -1.7% |
| 30D | -1.4% | +22.3% | -23.7% | -3.9% |
| 3M | +2.3% | -8.2% | +10.5% | -1.2% |
| 6M | +16.9% | +256.3% | -239.5% | -7.2% |
| YTD | +15.6% | +534.4% | -518.8% | -16.5% |
| 1Y | +22.6% | +2,163.5% | -2,140.9% | -28.0% |
| All | +45.2% | +2,520.2% | -2,475.1% | -26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling