+67.2%
QLD vs UUUU
-36.6%
+103.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.5% | +2.3% |
| 7D | -10.3% | -13.6% | +3.4% | -6.4% |
| 30D | -26.1% | -35.1% | +9.0% | -16.7% |
| 3M | -17.8% | -48.4% | +30.6% | -2.2% |
| 6M | -15.6% | -71.7% | +56.1% | +16.7% |
| YTD | +5.4% | -54.2% | +59.6% | +21.7% |
| 1Y | +5.2% | -56.0% | +61.2% | +21.8% |
| 3Y | +139.4% | -13.1% | +152.5% | +87.2% |
| All | +67.2% | -36.6% | +103.7% | +26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling