+12.9%
TQQQ vs URI
+33.3%
-20.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.4% | +7.2% | +4.3% |
| 7D | -14.0% | -4.3% | -9.7% | -12.7% |
| 30D | -25.1% | +4.6% | -29.7% | -26.4% |
| 3M | -16.7% | -2.1% | -14.5% | -16.3% |
| 6M | -3.7% | +21.9% | -25.6% | -8.4% |
| YTD | +18.8% | +39.7% | -20.9% | +0.8% |
| 1Y | +12.9% | +32.9% | -20.0% | +3.3% |
| All | +12.9% | +33.3% | -20.4% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling