-73.0%
QID vs UUUU
+83.7%
-156.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.3% | +8.6% | +1.1% |
| 7D | +2.7% | -5.0% | +7.8% | +1.8% |
| 30D | +3.3% | -7.8% | +11.1% | +2.2% |
| 3M | -5.5% | -0.4% | -5.1% | -3.8% |
| 6M | -28.4% | -32.9% | +4.5% | -30.0% |
| YTD | -26.6% | -6.3% | -20.3% | -22.8% |
| 1Y | -34.1% | +7.9% | -42.0% | -26.3% |
| All | -73.0% | +83.7% | -156.7% | -60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling