+16.9%
QQQI vs URI
+5.3%
+11.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.3% | -2.1% | +1.7% | -0.1% |
| 30D | -0.3% | -12.4% | +12.1% | +1.0% |
| 3M | +1.3% | -7.3% | +8.6% | +2.1% |
| 6M | +11.5% | +27.2% | -15.7% | +9.0% |
| YTD | +11.3% | +23.0% | -11.7% | +8.3% |
| 1Y | +16.9% | +3.9% | +13.0% | +15.0% |
| All | +16.9% | +5.3% | +11.6% | +15.0% |
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 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