+2.1%
QQQI vs UUUU
-61.1%
+63.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -8.2% | +2.5% | -4.7% |
| 7D | -8.5% | -19.9% | +11.4% | -6.2% |
| 30D | -12.7% | -41.5% | +28.8% | -7.8% |
| 3M | -7.7% | -47.0% | +39.3% | -1.8% |
| 6M | -4.6% | -68.7% | +64.0% | +5.2% |
| YTD | +2.1% | -54.7% | +56.8% | +6.7% |
| 1Y | +2.1% | -59.3% | +61.4% | +7.7% |
| All | +2.1% | -61.1% | +63.2% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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