+152.5%
QQQM vs MUB
+4.7%
+147.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | +0.4% |
| 7D | +1.0% | -0.7% | +1.7% | +1.9% |
| 30D | -0.6% | -2.0% | +1.3% | +1.9% |
| 3M | +1.3% | -2.5% | +3.8% | +4.7% |
| 6M | +18.2% | -2.3% | +20.5% | +21.9% |
| YTD | +16.9% | -1.3% | +18.2% | +19.1% |
| 1Y | +24.0% | +1.1% | +22.9% | +22.8% |
| 3Y | +96.0% | +8.2% | +87.8% | +75.0% |
| 5Y | +95.2% | +1.5% | +93.7% | +103.6% |
| All | +152.5% | +4.7% | +147.8% | +117.4% |
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