+58.2%
QQQI vs ULTA
+8.1%
+50.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.6% |
| 7D | -0.3% | -3.1% | +2.7% | +0.1% |
| 30D | -0.3% | +2.8% | -3.1% | -0.8% |
| 3M | +1.3% | +14.8% | -13.4% | -1.0% |
| 6M | +11.5% | -16.2% | +27.7% | +14.3% |
| YTD | +11.3% | -9.6% | +20.9% | +12.4% |
| 1Y | +16.9% | +4.8% | +12.1% | +14.6% |
| All | +58.2% | +8.1% | +50.1% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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