+152.5%
QQQM vs UEC
+1,037.3%
-884.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.2% | 0.0% |
| 7D | +1.0% | -0.2% | +1.2% | +1.0% |
| 30D | -0.6% | +1.9% | -2.6% | -1.1% |
| 3M | +1.3% | +8.9% | -7.6% | -0.3% |
| 6M | +18.2% | -14.5% | +32.6% | +18.5% |
| YTD | +16.9% | -0.7% | +17.6% | +14.4% |
| 1Y | +24.0% | -4.1% | +28.1% | +20.5% |
| 3Y | +96.0% | +148.9% | -52.9% | +62.7% |
| 5Y | +95.2% | +300.0% | -204.8% | +48.2% |
| All | +152.5% | +1,037.3% | -884.7% | +67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling