+1,352.0%
QQQ vs URA
-52.4%
+1,404.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.7% |
| 7D | +3.6% | -1.5% | +5.2% | +4.1% |
| 30D | -6.7% | -10.4% | +3.7% | -3.8% |
| 3M | -7.0% | -29.6% | +22.6% | +2.4% |
| 6M | -4.7% | -40.3% | +35.6% | +9.5% |
| YTD | +11.1% | -25.5% | +36.5% | +17.8% |
| 1Y | +12.3% | -26.4% | +38.7% | +19.2% |
| 3Y | +83.3% | +31.4% | +51.9% | +57.3% |
| 5Y | +77.5% | +28.6% | +48.9% | +48.0% |
| 10Y | +528.3% | +260.9% | +267.4% | +255.0% |
| All | +1,352.0% | -52.4% | +1,404.4% | +1,191.6% |
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