+1,831.4%
QQQ vs UUUU
-92.0%
+1,923.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +1.0% | +1.8% | -0.8% | +0.9% |
| 30D | -0.6% | +1.8% | -2.5% | -0.9% |
| 3M | +1.3% | +1.3% | +0.1% | +1.0% |
| 6M | +18.1% | -26.8% | +44.9% | +19.8% |
| YTD | +16.9% | +0.1% | +16.8% | +15.1% |
| 1Y | +24.0% | +11.2% | +12.7% | +20.1% |
| 3Y | +95.6% | +97.7% | -2.1% | +77.5% |
| 5Y | +94.5% | +127.3% | -32.8% | +71.3% |
| 10Y | +571.7% | +532.6% | +39.1% | +425.6% |
| All | +1,831.4% | -92.0% | +1,923.3% | +1,424.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling