+140.0%
QQQM vs URI
+495.1%
-355.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.9% |
| 7D | +3.6% | +6.7% | -3.1% | +1.8% |
| 30D | -6.7% | +8.9% | -15.6% | -8.9% |
| 3M | -7.0% | +0.5% | -7.5% | -7.4% |
| 6M | -4.6% | +20.7% | -25.3% | -9.9% |
| YTD | +11.1% | +40.0% | -28.9% | -1.0% |
| 1Y | +12.3% | +34.4% | -22.1% | +1.2% |
| 3Y | +83.6% | +149.5% | -65.8% | +34.1% |
| 5Y | +78.1% | +205.6% | -127.5% | +14.2% |
| All | +140.0% | +495.1% | -355.1% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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