+94.0%
QQQ vs UUUU
+88.5%
+5.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.3% | -0.2% |
| 7D | -1.3% | -5.0% | +3.8% | -0.6% |
| 30D | -1.4% | -7.8% | +6.4% | -0.5% |
| 3M | +2.3% | -0.4% | +2.7% | +1.8% |
| 6M | +16.9% | -32.9% | +49.8% | +21.0% |
| YTD | +15.6% | -6.3% | +21.9% | +12.7% |
| 1Y | +22.6% | +7.9% | +14.7% | +14.1% |
| 3Y | +93.5% | +85.2% | +8.3% | +55.1% |
| All | +94.0% | +88.5% | +5.5% | +46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling