+58.2%
QQQI vs UL
+23.2%
+35.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.9% |
| 7D | -0.3% | -3.4% | +3.0% | -0.5% |
| 30D | -0.3% | +0.5% | -0.8% | -0.3% |
| 3M | +1.3% | +7.2% | -5.9% | +1.6% |
| 6M | +11.5% | -3.1% | +14.5% | +11.8% |
| YTD | +11.3% | -2.7% | +14.0% | +11.6% |
| 1Y | +16.9% | -10.2% | +27.1% | +17.4% |
| All | +58.2% | +23.2% | +35.0% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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