+309,702.9%
AAPL vs URI
+7,134.6%
+302,568.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.1% | -2.9% |
| 7D | +0.1% | -2.0% | +2.1% | +0.4% |
| 30D | +3.0% | -12.9% | +15.9% | +5.9% |
| 3M | +2.9% | -6.7% | +9.6% | +3.8% |
| 6M | +22.1% | +19.0% | +3.1% | +15.8% |
| YTD | +18.0% | +25.5% | -7.5% | +10.0% |
| 1Y | +33.9% | +5.5% | +28.4% | +29.4% |
| 3Y | +71.2% | +111.3% | -40.1% | +39.1% |
| 5Y | +112.6% | +198.6% | -85.9% | +57.6% |
| 10Y | +1,198.8% | +1,179.9% | +18.9% | +565.4% |
| All | +309,702.9% | +7,134.6% | +302,568.3% | +56,291.0% |
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 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