+6,304.7%
QLD vs UUUU
-96.3%
+6,401.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.5% | +2.4% |
| 7D | -10.3% | -13.6% | +3.4% | -8.3% |
| 30D | -26.1% | -35.1% | +9.0% | -21.4% |
| 3M | -17.8% | -48.4% | +30.6% | -10.0% |
| 6M | -15.6% | -71.7% | +56.1% | +0.1% |
| YTD | +5.4% | -54.2% | +59.6% | +14.7% |
| 1Y | +5.2% | -56.0% | +61.2% | +14.7% |
| 3Y | +139.4% | -13.1% | +152.5% | +124.5% |
| 5Y | +66.7% | -35.2% | +101.9% | +58.5% |
| 10Y | +1,422.1% | +404.5% | +1,017.5% | +948.8% |
| All | +6,304.7% | -96.3% | +6,401.0% | +4,668.9% |
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