+5.5%
URI vs QID
-36.4%
+41.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.6% |
| 7D | +2.5% | -2.7% | +5.3% | +1.8% |
| 30D | -12.5% | +1.8% | -14.3% | -12.0% |
| 3M | -6.2% | -2.2% | -4.0% | -5.7% |
| 6M | +25.9% | -32.1% | +58.0% | +13.3% |
| YTD | +26.2% | -28.6% | +54.8% | +15.5% |
| 1Y | +5.5% | -36.3% | +41.8% | -7.9% |
| All | +5.5% | -36.4% | +41.9% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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