+57.2%
QQQI vs UUUU
+69.3%
-12.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.1% | -0.3% |
| 7D | -1.0% | -14.7% | +13.7% | +0.3% |
| 30D | -1.7% | -18.3% | +16.6% | -0.2% |
| 3M | 0.0% | -18.0% | +17.9% | +1.2% |
| 6M | +13.0% | -33.9% | +46.9% | +15.4% |
| YTD | +10.6% | -15.1% | +25.7% | +9.8% |
| 1Y | +15.8% | +3.4% | +12.3% | +11.2% |
| All | +57.2% | +69.3% | -12.1% | +35.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling