+7.2%
UBER vs QQQI
+57.7%
-50.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.0% |
| 7D | -5.4% | -0.3% | -5.1% | -5.1% |
| 30D | -4.9% | -0.3% | -4.6% | -4.8% |
| 3M | +3.0% | +1.3% | +1.7% | +1.0% |
| 6M | -4.4% | +11.5% | -15.9% | -15.1% |
| YTD | -12.3% | +11.3% | -23.6% | -22.1% |
| 1Y | -24.3% | +16.9% | -41.2% | -36.0% |
| All | +7.2% | +57.7% | -50.5% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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