+58.2%
QQQI vs UUUU
+77.6%
-19.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.3% |
| 7D | -0.3% | -10.5% | +10.2% | +0.5% |
| 30D | -0.3% | -10.5% | +10.2% | +0.5% |
| 3M | +1.3% | -14.1% | +15.5% | +2.2% |
| 6M | +11.5% | -35.5% | +47.0% | +14.0% |
| YTD | +11.3% | -10.9% | +22.2% | +10.1% |
| 1Y | +16.9% | +3.4% | +13.5% | +12.3% |
| All | +58.2% | +77.6% | -19.4% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling