+1,418.0%
QLD vs UUUU
+458.0%
+960.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +9.8% | -3.0% | +4.4% |
| 7D | -1.4% | -1.1% | -0.3% | -1.0% |
| 30D | -19.6% | -26.6% | +7.0% | -13.3% |
| 3M | -14.1% | -48.3% | +34.2% | +0.1% |
| 6M | -13.6% | -65.8% | +52.2% | +10.4% |
| YTD | +12.5% | -49.7% | +62.3% | +25.9% |
| 1Y | +13.1% | -53.3% | +66.4% | +27.9% |
| 3Y | +154.7% | -7.4% | +162.1% | +114.6% |
| 5Y | +81.1% | -33.4% | +114.4% | +54.7% |
| 10Y | +1,418.0% | +441.5% | +976.5% | +613.4% |
| All | +1,418.0% | +458.0% | +960.0% | +613.4% |
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