+56.8%
QQQI vs UEC
+49.3%
+7.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -0.4% |
| 7D | -1.0% | -4.3% | +3.2% | -0.6% |
| 30D | -0.6% | -3.8% | +3.3% | -0.4% |
| 3M | +3.4% | +17.0% | -13.6% | +1.3% |
| 6M | +10.6% | -23.9% | +34.5% | +12.0% |
| YTD | +10.3% | -5.7% | +16.0% | +8.6% |
| 1Y | +16.3% | -12.5% | +28.9% | +14.2% |
| All | +56.8% | +49.3% | +7.5% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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