+78.5%
QQQ vs URA
+32.3%
+46.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +0.4% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -10.2% | -14.8% | +4.6% | -5.9% |
| 3M | -6.3% | -25.3% | +19.0% | +1.6% |
| 6M | -4.9% | -39.9% | +35.0% | +9.2% |
| YTD | +10.2% | -22.4% | +32.6% | +15.4% |
| 1Y | +8.8% | -29.0% | +37.7% | +16.6% |
| 3Y | +81.4% | +41.0% | +40.4% | +46.8% |
| 5Y | +78.5% | +38.3% | +40.2% | +35.3% |
| All | +78.5% | +32.3% | +46.2% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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