+1,818.9%
EQT vs URI
+7,134.6%
-5,315.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.1% |
| 7D | +1.1% | -2.0% | +3.1% | +1.5% |
| 30D | +7.7% | -12.9% | +20.6% | +10.8% |
| 3M | +0.2% | -6.7% | +6.9% | +1.2% |
| 6M | -9.5% | +19.0% | -28.5% | -14.2% |
| YTD | +3.8% | +25.5% | -21.7% | -3.2% |
| 1Y | +7.8% | +5.5% | +2.2% | +4.1% |
| 3Y | +30.1% | +111.3% | -81.2% | +6.0% |
| 5Y | +188.6% | +198.6% | -9.9% | +115.4% |
| 10Y | +54.6% | +1,179.9% | -1,125.3% | -18.1% |
| All | +1,818.9% | +7,134.6% | -5,315.7% | +539.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling