+7,734.5%
QLD vs UUUU
-92.0%
+7,826.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +0.6% | -1.4% | +1.9% | +0.8% |
| 30D | -0.1% | +16.3% | -16.5% | -2.4% |
| 3M | -8.4% | -16.7% | +8.3% | -6.2% |
| 6M | +32.2% | -33.7% | +65.9% | +38.5% |
| YTD | +28.9% | -0.5% | +29.4% | +25.9% |
| 1Y | +43.8% | +28.9% | +15.0% | +32.8% |
| 3Y | +176.6% | +99.9% | +76.7% | +130.2% |
| 5Y | +121.6% | +135.3% | -13.7% | +76.7% |
| 10Y | +1,652.9% | +518.4% | +1,134.5% | +1,033.6% |
| All | +7,734.5% | -92.0% | +7,826.5% | +5,134.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling