+110.6%
UMC vs QQQI
+8.9%
+101.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -3.9% |
| 7D | -14.7% | -4.2% | -10.4% | -7.3% |
| 30D | -32.9% | -7.1% | -25.8% | -22.8% |
| 3M | -22.2% | -2.7% | -19.5% | -17.7% |
| 6M | +25.9% | +2.0% | +23.9% | +29.3% |
| YTD | +107.9% | +8.2% | +99.7% | +101.9% |
| All | +110.6% | +8.9% | +101.7% | +104.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling