+35.9%
URI vs Q
+28.9%
+7.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.8% | +3.5% |
| 7D | +2.6% | +6.6% | -4.0% | +0.9% |
| 30D | +9.1% | +2.7% | +6.3% | +8.0% |
| 3M | +1.0% | -8.4% | +9.4% | +2.8% |
| 6M | +23.3% | -17.3% | +40.7% | +27.8% |
| YTD | +43.3% | +55.3% | -12.0% | +25.7% |
| 1Y | +35.9% | +31.5% | +4.5% | +22.4% |
| All | +35.9% | +28.9% | +7.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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