-6.9%
QQQU vs SPY
+9.8%
-16.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -4.4% | -4.5% | +3.2% |
| 7D | -7.4% | -4.7% | -2.7% | +6.0% |
| 30D | -17.9% | -5.9% | -12.0% | -2.3% |
| 3M | -5.5% | -4.5% | -1.0% | +8.5% |
| 6M | -4.5% | +1.8% | -6.3% | -6.9% |
| YTD | -4.2% | +8.3% | -12.5% | -20.4% |
| 1Y | -6.9% | +9.3% | -16.3% | -24.5% |
| All | -6.9% | +9.8% | -16.7% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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