+558.6%
QQQ vs UUUU
+465.5%
+93.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.5% |
| 7D | -0.6% | -10.5% | +9.9% | +0.7% |
| 30D | -1.2% | -10.5% | +9.3% | -0.1% |
| 3M | -0.2% | -14.1% | +13.9% | +1.1% |
| 6M | +17.9% | -35.5% | +53.4% | +22.4% |
| YTD | +16.6% | -10.9% | +27.6% | +14.9% |
| 1Y | +23.0% | +3.4% | +19.6% | +16.7% |
| 3Y | +92.9% | +73.1% | +19.8% | +63.3% |
| 5Y | +95.6% | +87.1% | +8.5% | +56.9% |
| All | +558.6% | +465.5% | +93.1% | +309.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling