+16.9%
URI vs Q
+56.5%
-39.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -7.4% | +0.2% | -5.2% |
| 7D | -12.9% | -10.3% | -2.6% | -10.5% |
| 30D | -3.4% | -17.7% | +14.2% | +1.3% |
| 3M | -10.0% | -18.8% | +8.8% | -5.6% |
| 6M | +12.2% | -24.8% | +37.0% | +19.1% |
| YTD | +29.8% | +35.0% | -5.3% | +19.7% |
| 1Y | +24.6% | +10.7% | +13.9% | +18.4% |
| All | +16.9% | +56.5% | -39.6% | +10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling