-100.0%
QID vs UUUU
-92.0%
-8.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.4% |
| 7D | -1.9% | +1.8% | -3.7% | -1.7% |
| 30D | +1.7% | +1.8% | -0.1% | +2.2% |
| 3M | -3.9% | +1.3% | -5.2% | -2.3% |
| 6M | -30.0% | -26.8% | -3.2% | -30.7% |
| YTD | -28.2% | +0.1% | -28.3% | -24.7% |
| 1Y | -35.6% | +11.2% | -46.9% | -30.1% |
| 3Y | -74.3% | +97.7% | -172.0% | -67.5% |
| 5Y | -80.8% | +127.3% | -208.2% | -72.6% |
| 10Y | -99.2% | +532.6% | -631.8% | -98.4% |
| All | -100.0% | -92.0% | -8.0% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling