+8.6%
UBER vs QQQI
+56.3%
-47.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.9% |
| 7D | -4.5% | -1.0% | -3.4% | -3.6% |
| 30D | -7.6% | -0.6% | -7.0% | -7.3% |
| 3M | +5.8% | +3.4% | +2.4% | +1.5% |
| 6M | +0.3% | +10.6% | -10.4% | -10.4% |
| YTD | -11.2% | +10.3% | -21.5% | -20.5% |
| 1Y | -23.0% | +16.3% | -39.3% | -34.7% |
| All | +8.6% | +56.3% | -47.7% | -30.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling