+2,189.2%
QQQ vs SPXU
-100.0%
+2,289.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | +0.6% |
| 7D | +1.5% | -1.5% | +3.0% | +1.0% |
| 30D | -0.6% | +3.7% | -4.4% | +0.9% |
| 3M | +0.4% | -9.6% | +10.0% | -2.1% |
| 6M | +20.1% | -32.4% | +52.4% | +6.5% |
| YTD | +17.2% | -28.7% | +45.9% | +6.7% |
| 1Y | +24.7% | -38.2% | +62.9% | +8.7% |
| 3Y | +96.2% | -80.4% | +176.6% | +26.7% |
| 5Y | +94.4% | -86.0% | +180.4% | +33.6% |
| 10Y | +556.7% | -99.5% | +656.2% | +103.5% |
| All | +2,189.2% | -100.0% | +2,289.2% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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