+8.9%
QQQI vs URA
-32.2%
+41.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.2% |
| 7D | -4.2% | -10.5% | +6.3% | -1.8% |
| 30D | -7.1% | -18.6% | +11.6% | -2.9% |
| 3M | -2.7% | -23.0% | +20.4% | +2.6% |
| 6M | +2.0% | -40.3% | +42.3% | +12.0% |
| YTD | +8.2% | -23.5% | +31.7% | +11.3% |
| 1Y | +8.9% | -31.1% | +40.0% | +14.9% |
| All | +8.9% | -32.2% | +41.0% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling