+1,728.6%
QLD vs UUUU
+524.5%
+1,204.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +1.9% | +1.8% | +0.1% | +1.5% |
| 30D | -1.8% | +1.8% | -3.6% | -2.5% |
| 3M | -0.1% | +1.3% | -1.3% | -0.8% |
| 6M | +32.6% | -26.8% | +59.3% | +39.8% |
| YTD | +27.9% | +0.1% | +27.8% | +21.6% |
| 1Y | +40.3% | +11.2% | +29.0% | +24.9% |
| 3Y | +182.5% | +97.7% | +84.8% | +98.9% |
| 5Y | +122.5% | +127.3% | -4.8% | +43.6% |
| 10Y | +1,728.6% | +532.6% | +1,195.9% | +647.7% |
| All | +1,728.6% | +524.5% | +1,204.1% | +647.7% |
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