+344,229.9%
AAPL vs URI
+8,144.3%
+336,085.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.2% | -2.1% | +1.2% |
| 7D | +1.8% | +2.4% | -0.7% | +1.2% |
| 30D | +4.3% | +8.9% | -4.6% | +2.2% |
| 3M | +16.6% | +0.8% | +15.8% | +15.9% |
| 6M | +21.6% | +23.1% | -1.5% | +15.0% |
| YTD | +31.2% | +43.1% | -11.9% | +18.5% |
| 1Y | +29.6% | +35.7% | -6.1% | +18.4% |
| 3Y | +93.1% | +158.2% | -65.1% | +50.2% |
| 5Y | +146.2% | +212.6% | -66.4% | +80.4% |
| 10Y | +1,326.9% | +1,210.8% | +116.1% | +627.5% |
| All | +344,229.9% | +8,144.3% | +336,085.6% | +60,645.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling