+56.8%
QQQI vs MUB
+3.2%
+53.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.3% |
| 7D | -1.0% | -1.2% | +0.2% | -0.1% |
| 30D | -0.6% | -2.8% | +2.2% | +1.6% |
| 3M | +3.4% | -3.1% | +6.4% | +5.9% |
| 6M | +10.6% | -2.9% | +13.5% | +13.1% |
| YTD | +10.3% | -2.0% | +12.3% | +12.3% |
| 1Y | +16.3% | 0.0% | +16.4% | +17.3% |
| All | +56.8% | +3.2% | +53.6% | +53.5% |
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 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