+38.3%
EQT vs URI
+153.1%
-114.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.1% | +1.1% |
| 7D | +6.9% | +6.7% | +0.2% | +5.7% |
| 30D | +0.4% | +8.9% | -8.4% | -1.1% |
| 3M | -2.0% | +0.5% | -2.6% | -2.4% |
| 6M | -5.0% | +20.7% | -25.6% | -8.9% |
| YTD | -0.3% | +40.0% | -40.3% | -8.8% |
| 1Y | -11.3% | +34.4% | -45.7% | -18.0% |
| 3Y | +38.3% | +149.5% | -111.1% | +2.8% |
| All | +38.3% | +153.1% | -114.8% | +2.8% |
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