+523.8%
QQQ vs URI
+1,189.1%
-665.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.1% |
| 7D | -1.5% | -6.0% | +4.4% | +0.2% |
| 30D | -10.2% | +4.6% | -14.8% | -11.4% |
| 3M | -6.3% | -2.7% | -3.6% | -5.9% |
| 6M | -4.9% | +18.4% | -23.3% | -10.1% |
| YTD | +10.2% | +37.4% | -27.1% | -2.2% |
| 1Y | +8.8% | +30.4% | -21.6% | -1.9% |
| 3Y | +81.4% | +147.9% | -66.5% | +30.7% |
| 5Y | +78.5% | +202.1% | -123.6% | +17.3% |
| 10Y | +523.8% | +1,182.4% | -658.6% | +187.5% |
| All | +523.8% | +1,189.1% | -665.3% | +187.5% |
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