-99.1%
QID vs UUUU
+465.5%
-564.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -3.0% |
| 7D | +1.3% | -10.5% | +11.8% | -1.3% |
| 30D | +2.9% | -10.5% | +13.4% | +0.8% |
| 3M | -0.7% | -14.1% | +13.4% | -2.1% |
| 6M | -29.7% | -35.5% | +5.8% | -33.1% |
| YTD | -27.9% | -10.9% | -16.9% | -24.1% |
| 1Y | -34.6% | +3.4% | -37.9% | -26.0% |
| 3Y | -73.5% | +73.1% | -146.7% | -61.6% |
| 5Y | -81.0% | +87.1% | -168.1% | -66.2% |
| All | -99.1% | +465.5% | -564.6% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling