-89.8%
SQQQ vs URI
+126.5%
-216.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.7% |
| 7D | -4.2% | +2.5% | -6.7% | -2.4% |
| 30D | +2.4% | -12.5% | +15.0% | -6.6% |
| 3M | -5.7% | -6.2% | +0.5% | -8.1% |
| 6M | -46.6% | +25.9% | -72.5% | -34.4% |
| YTD | -42.7% | +26.2% | -68.9% | -28.3% |
| 1Y | -52.6% | +5.5% | -58.1% | -48.9% |
| 3Y | -89.8% | +125.0% | -214.8% | -73.7% |
| All | -89.8% | +126.5% | -216.3% | -73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling