+230.3%
UMC vs QQQI
+57.7%
+172.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.2% |
| 7D | +9.0% | -0.3% | +9.4% | +9.5% |
| 30D | +17.2% | -0.3% | +17.5% | +17.6% |
| 3M | +11.4% | +1.3% | +10.1% | +11.3% |
| 6M | +137.5% | +11.5% | +126.0% | +117.6% |
| YTD | +193.1% | +11.3% | +181.8% | +168.4% |
| 1Y | +240.3% | +16.9% | +223.4% | +197.2% |
| All | +230.3% | +57.7% | +172.6% | +109.3% |
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