+121.0%
QLD vs UUUU
+126.1%
-5.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +0.6% | -1.4% | +1.9% | +0.9% |
| 30D | -0.1% | +16.3% | -16.5% | -4.5% |
| 3M | -8.4% | -16.7% | +8.3% | -4.6% |
| 6M | +32.2% | -33.7% | +65.9% | +43.1% |
| YTD | +28.9% | -0.5% | +29.4% | +21.3% |
| 1Y | +43.8% | +28.9% | +15.0% | +18.8% |
| 3Y | +176.6% | +99.9% | +76.7% | +75.6% |
| All | +121.0% | +126.1% | -5.1% | +29.3% |
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