+14.7%
QLD vs UUUU
-55.1%
+69.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.1% |
| 7D | -9.4% | -14.4% | +5.0% | -5.8% |
| 30D | -17.1% | -33.6% | +16.6% | -8.6% |
| 3M | -10.4% | -44.2% | +33.8% | +2.2% |
| 6M | +0.7% | -66.8% | +67.5% | +25.1% |
| YTD | +17.7% | -50.6% | +68.4% | +30.5% |
| 1Y | +14.7% | -57.8% | +72.5% | +32.1% |
| All | +14.7% | -55.1% | +69.8% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling