+25.7%
QQQM vs UEC
-1.0%
+26.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | +0.4% | -6.9% | +7.3% | +1.2% |
| 30D | +0.2% | +7.6% | -7.4% | -0.8% |
| 3M | -2.8% | -18.4% | +15.6% | -1.8% |
| 6M | +18.1% | -23.3% | +41.4% | +18.8% |
| YTD | +17.4% | -1.2% | +18.6% | +15.8% |
| 1Y | +25.7% | +2.3% | +23.4% | +23.9% |
| All | +25.7% | -1.0% | +26.7% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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