-100.0%
SQQQ vs URI
+16,250.0%
-16,350.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +0.2% |
| 7D | -17.4% | +9.3% | -26.7% | -10.9% |
| 30D | +20.4% | +7.6% | +12.8% | +29.9% |
| 3M | +11.2% | +1.0% | +10.2% | +15.4% |
| 6M | -2.6% | +19.8% | -22.5% | +17.4% |
| YTD | -37.9% | +41.9% | -79.8% | -12.9% |
| 1Y | -36.2% | +33.4% | -69.6% | -13.8% |
| 3Y | -88.4% | +156.0% | -244.4% | -67.7% |
| 5Y | -93.4% | +209.5% | -302.9% | -70.8% |
| 10Y | -100.0% | +1,199.8% | -1,299.7% | -99.1% |
| All | -100.0% | +16,250.0% | -16,350.0% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling