+149.8%
QQQM vs UUUU
+706.5%
-556.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | -0.3% |
| 7D | -1.3% | -5.0% | +3.8% | -0.7% |
| 30D | -1.4% | -7.8% | +6.4% | -0.6% |
| 3M | +2.2% | -0.4% | +2.6% | +1.8% |
| 6M | +16.9% | -32.9% | +49.8% | +20.6% |
| YTD | +15.7% | -6.3% | +21.9% | +13.2% |
| 1Y | +22.7% | +7.9% | +14.8% | +15.7% |
| 3Y | +93.9% | +85.2% | +8.7% | +62.3% |
| 5Y | +94.6% | +97.0% | -2.4% | +55.6% |
| All | +149.8% | +706.5% | -556.7% | +69.1% |
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