+46.7%
QQQ vs MUU
+2,789.9%
-2,743.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.8% | -0.9% |
| 7D | +1.0% | +15.0% | -14.0% | -0.5% |
| 30D | -0.6% | +36.8% | -37.4% | -4.3% |
| 3M | +1.3% | -8.5% | +9.8% | -2.1% |
| 6M | +18.1% | +320.7% | -302.6% | -7.9% |
| YTD | +16.9% | +599.7% | -582.8% | -16.4% |
| 1Y | +24.0% | +2,569.2% | -2,545.2% | -28.6% |
| All | +46.7% | +2,789.9% | -2,743.1% | -26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling