+1,341.1%
QQQ vs URA
-50.4%
+1,391.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +0.3% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -10.2% | -14.8% | +4.6% | -6.0% |
| 3M | -6.3% | -25.3% | +19.0% | +1.4% |
| 6M | -4.9% | -39.9% | +35.0% | +9.0% |
| YTD | +10.2% | -22.4% | +32.6% | +15.6% |
| 1Y | +8.8% | -29.0% | +37.7% | +16.7% |
| 3Y | +81.4% | +41.0% | +40.4% | +52.5% |
| 5Y | +78.5% | +38.3% | +40.2% | +45.7% |
| 10Y | +523.8% | +276.1% | +247.8% | +248.3% |
| All | +1,341.1% | -50.4% | +1,391.5% | +1,167.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling