+54.4%
USAR vs QQQI
+56.3%
-1.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.1% | -5.1% |
| 7D | -9.3% | -1.0% | -8.3% | -8.4% |
| 30D | -15.2% | -0.6% | -14.6% | -14.5% |
| 3M | -21.1% | +3.4% | -24.5% | -21.8% |
| 6M | -21.6% | +10.6% | -32.2% | -23.7% |
| YTD | +34.8% | +10.3% | +24.5% | +31.3% |
| 1Y | +15.6% | +16.3% | -0.7% | +12.6% |
| All | +54.4% | +56.3% | -1.9% | +60.1% |
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