-94.7%
SQQQ vs URI
+215.5%
-310.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +2.1% |
| 7D | -2.7% | +5.0% | -7.7% | +1.8% |
| 30D | +2.4% | -9.4% | +11.8% | -6.1% |
| 3M | -8.0% | -5.8% | -2.2% | -10.9% |
| 6M | -43.9% | +25.8% | -69.8% | -27.8% |
| YTD | -42.2% | +27.9% | -70.1% | -23.4% |
| 1Y | -51.8% | +9.7% | -61.5% | -44.9% |
| 3Y | -89.7% | +128.0% | -217.7% | -64.1% |
| 5Y | -94.7% | +212.4% | -307.1% | -53.5% |
| All | -94.7% | +215.5% | -310.2% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling