+3,751.4%
URI vs QID
-100.0%
+3,851.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.7% | -0.4% |
| 7D | -9.8% | +9.4% | -19.2% | -4.1% |
| 30D | +1.7% | +31.2% | -29.5% | +20.9% |
| 3M | -9.1% | +17.4% | -26.5% | +1.7% |
| 6M | +9.9% | +8.4% | +1.4% | +19.1% |
| YTD | +31.2% | -15.8% | +47.0% | +23.8% |
| 1Y | +25.9% | -16.3% | +42.3% | +19.1% |
| 3Y | +147.4% | -70.4% | +217.8% | +42.5% |
| 5Y | +179.7% | -74.8% | +254.5% | +84.0% |
| 10Y | +1,419.5% | -99.0% | +1,518.5% | +72.5% |
| All | +3,751.4% | -100.0% | +3,851.4% | -34.9% |
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 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