+58.2%
QQQI vs URA
+68.5%
-10.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.1% |
| 7D | +0.8% | +5.7% | -4.9% | -0.4% |
| 30D | +0.2% | +5.6% | -5.4% | -1.2% |
| 3M | +2.3% | +6.2% | -3.9% | +0.6% |
| 6M | +11.6% | -8.2% | +19.8% | +12.2% |
| YTD | +11.3% | +9.7% | +1.6% | +6.8% |
| 1Y | +17.4% | +17.0% | +0.4% | +9.5% |
| All | +58.2% | +68.5% | -10.2% | +25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling