+1,024.1%
URI vs QSR
+207.3%
+816.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.8% |
| 7D | +2.6% | -2.2% | +4.8% | +3.8% |
| 30D | +9.1% | +7.8% | +1.3% | +4.1% |
| 3M | +1.0% | +5.5% | -4.5% | -2.9% |
| 6M | +23.3% | -0.2% | +23.6% | +21.8% |
| YTD | +43.3% | +15.4% | +27.9% | +29.3% |
| 1Y | +35.9% | +15.3% | +20.6% | +22.5% |
| 3Y | +158.6% | +23.7% | +134.9% | +117.4% |
| 5Y | +213.1% | +60.4% | +152.8% | +123.5% |
| 10Y | +1,213.1% | +142.2% | +1,070.8% | +619.9% |
| All | +1,024.1% | +207.3% | +816.8% | +458.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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