+3,584.6%
URI vs QID
-100.0%
+3,684.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.4% |
| 7D | -2.0% | -0.6% | -1.3% | -2.2% |
| 30D | -12.9% | 0.0% | -12.9% | -12.8% |
| 3M | -6.7% | +3.7% | -10.5% | -2.8% |
| 6M | +19.0% | -29.9% | +48.8% | -1.2% |
| YTD | +25.5% | -28.8% | +54.3% | +5.7% |
| 1Y | +5.5% | -37.2% | +42.7% | -16.8% |
| 3Y | +111.3% | -73.7% | +185.0% | +13.1% |
| 5Y | +198.6% | -80.7% | +279.3% | +65.1% |
| 10Y | +1,179.9% | -99.1% | +1,279.0% | +34.9% |
| All | +3,584.6% | -100.0% | +3,684.6% | -44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling