+1,210.4%
AAPL vs URI
+1,157.2%
+53.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -2.7% | +2.5% | -5.3% | -3.4% |
| 30D | +1.0% | -12.5% | +13.6% | +4.5% |
| 3M | +5.0% | -6.2% | +11.2% | +5.9% |
| 6M | +23.0% | +25.9% | -2.8% | +13.0% |
| YTD | +16.6% | +26.2% | -9.6% | +6.1% |
| 1Y | +33.4% | +5.5% | +27.9% | +27.5% |
| 3Y | +79.9% | +125.0% | -45.1% | +32.3% |
| 5Y | +109.0% | +210.4% | -101.4% | +35.0% |
| 10Y | +1,210.4% | +1,157.2% | +53.2% | +472.0% |
| All | +1,210.4% | +1,157.2% | +53.2% | +472.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling