+331,391.2%
AAPL vs URI
+7,462.1%
+323,929.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -0.8% |
| 7D | -0.7% | -9.8% | +9.1% | +1.4% |
| 30D | +1.7% | +1.7% | -0.1% | +1.1% |
| 3M | +9.7% | -9.1% | +18.7% | +11.4% |
| 6M | +19.3% | +9.9% | +9.4% | +15.6% |
| YTD | +26.3% | +31.2% | -4.9% | +16.3% |
| 1Y | +27.4% | +25.9% | +1.4% | +18.3% |
| 3Y | +93.6% | +147.4% | -53.8% | +51.9% |
| 5Y | +131.7% | +179.7% | -48.1% | +73.9% |
| 10Y | +1,268.5% | +1,419.5% | -151.0% | +576.8% |
| All | +331,391.2% | +7,462.1% | +323,929.2% | +59,484.5% |
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