-100.0%
SQQQ vs URI
+1,233.8%
-1,333.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.9% | +7.1% | +0.1% |
| 7D | +4.1% | -0.5% | +4.6% | +3.8% |
| 30D | +4.6% | -13.4% | +18.0% | -6.7% |
| 3M | -10.4% | -6.2% | -4.2% | -13.2% |
| 6M | -42.1% | +28.0% | -70.1% | -25.7% |
| YTD | -40.3% | +23.0% | -63.3% | -25.2% |
| 1Y | -50.2% | +5.5% | -55.7% | -44.6% |
| 3Y | -89.4% | +119.2% | -208.6% | -71.0% |
| 5Y | -94.7% | +201.0% | -295.7% | -72.7% |
| All | -100.0% | +1,233.8% | -1,333.8% | -99.1% |
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