+152.5%
QQQM vs UTHR
+385.7%
-233.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -0.4% |
| 7D | +1.0% | +3.0% | -2.0% | +0.7% |
| 30D | -0.6% | -4.3% | +3.7% | -0.3% |
| 3M | +1.3% | -8.4% | +9.7% | +2.0% |
| 6M | +18.2% | -4.2% | +22.4% | +18.4% |
| YTD | +16.9% | +4.0% | +12.9% | +16.0% |
| 1Y | +24.0% | +25.5% | -1.5% | +20.7% |
| 3Y | +96.0% | +125.1% | -29.1% | +76.0% |
| 5Y | +95.2% | +140.3% | -45.1% | +70.7% |
| All | +152.5% | +385.7% | -233.2% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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