+8.8%
QQQ vs URI
+30.2%
-21.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.4% |
| 7D | -1.5% | -6.0% | +4.4% | -0.8% |
| 30D | -10.2% | +4.6% | -14.8% | -10.7% |
| 3M | -6.3% | -2.7% | -3.6% | -6.1% |
| 6M | -4.9% | +18.4% | -23.3% | -6.4% |
| YTD | +10.2% | +37.4% | -27.1% | +4.4% |
| 1Y | +8.8% | +30.4% | -21.6% | +5.4% |
| All | +8.8% | +30.2% | -21.4% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling