+195.0%
TQQQ vs URI
+153.1%
+41.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -2.7% |
| 7D | +10.4% | +6.7% | +3.7% | +5.7% |
| 30D | -22.2% | +8.9% | -31.0% | -26.1% |
| 3M | -25.1% | +0.5% | -25.6% | -25.1% |
| 6M | -25.0% | +20.7% | -45.7% | -34.2% |
| YTD | +10.1% | +40.0% | -30.0% | -19.4% |
| 1Y | +11.0% | +34.4% | -23.4% | -15.3% |
| 3Y | +195.0% | +149.5% | +45.5% | +57.1% |
| All | +195.0% | +153.1% | +41.8% | +57.1% |
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 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