+93.6%
AAPL vs URI
+138.8%
-45.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -0.7% |
| 7D | -0.7% | -9.8% | +9.1% | +0.8% |
| 30D | +1.7% | +1.7% | -0.1% | +1.3% |
| 3M | +9.7% | -9.1% | +18.7% | +11.0% |
| 6M | +19.3% | +9.9% | +9.4% | +16.1% |
| YTD | +26.3% | +31.2% | -4.9% | +16.9% |
| 1Y | +27.4% | +25.9% | +1.4% | +19.0% |
| 3Y | +93.6% | +147.4% | -53.8% | +59.3% |
| All | +93.6% | +138.8% | -45.2% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling