+35.8%
EQT vs URI
+116.5%
-80.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.3% |
| 7D | -1.2% | -0.5% | -0.7% | -1.1% |
| 30D | +1.1% | -13.4% | +14.4% | +3.6% |
| 3M | +4.8% | -6.2% | +11.0% | +5.4% |
| 6M | -10.6% | +28.0% | -38.6% | -16.5% |
| YTD | +3.4% | +23.0% | -19.5% | -3.5% |
| 1Y | +8.7% | +5.5% | +3.1% | +5.6% |
| All | +35.8% | +116.5% | -80.7% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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