+1,631.1%
QLD vs URI
+1,179.9%
+451.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.6% |
| 7D | +0.6% | -2.0% | +2.5% | +1.7% |
| 30D | -0.1% | -12.9% | +12.8% | +7.7% |
| 3M | -8.4% | -6.7% | -1.6% | -5.3% |
| 6M | +32.2% | +19.0% | +13.2% | +15.8% |
| YTD | +28.9% | +25.5% | +3.4% | +7.3% |
| 1Y | +43.8% | +5.5% | +38.3% | +32.1% |
| 3Y | +176.6% | +111.3% | +65.3% | +63.5% |
| 5Y | +121.6% | +198.6% | -77.0% | +5.8% |
| All | +1,631.1% | +1,179.9% | +451.2% | +305.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling