+35,000.4%
TQQQ vs URI
+14,445.3%
+20,555.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.7% |
| 7D | +4.4% | +2.5% | +1.8% | +2.4% |
| 30D | -3.1% | -12.5% | +9.4% | +6.9% |
| 3M | -5.2% | -6.2% | +1.0% | -1.2% |
| 6M | +52.4% | +25.9% | +26.5% | +22.4% |
| YTD | +37.4% | +26.2% | +11.2% | +7.4% |
| 1Y | +56.0% | +5.5% | +50.5% | +39.3% |
| 3Y | +268.7% | +125.0% | +143.7% | +87.3% |
| 5Y | +101.2% | +210.4% | -109.2% | -14.1% |
| 10Y | +2,840.4% | +1,157.2% | +1,683.2% | +357.3% |
| All | +35,000.4% | +14,445.3% | +20,555.1% | +914.1% |
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 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