-100.0%
SQQQ vs URI
+1,173.3%
-1,273.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +5.0% | +2.6% |
| 7D | -11.0% | +6.7% | -17.7% | -5.0% |
| 30D | +17.9% | +8.9% | +9.1% | +29.7% |
| 3M | +19.5% | +0.5% | +19.0% | +23.9% |
| 6M | +4.2% | +20.7% | -16.5% | +29.4% |
| YTD | -35.6% | +40.0% | -75.6% | -6.9% |
| 1Y | -37.7% | +34.4% | -72.1% | -12.4% |
| 3Y | -88.0% | +149.5% | -237.5% | -62.2% |
| 5Y | -93.1% | +205.6% | -298.7% | -62.1% |
| All | -100.0% | +1,173.3% | -1,273.3% | -99.0% |
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