+204.4%
ABT vs URI
+1,157.2%
-952.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.7% |
| 7D | -3.1% | +2.5% | -5.7% | -3.5% |
| 30D | -2.1% | -12.5% | +10.4% | 0.0% |
| 3M | +17.4% | -6.2% | +23.6% | +18.3% |
| 6M | -2.4% | +25.9% | -28.3% | -7.0% |
| YTD | -14.2% | +26.2% | -40.4% | -18.7% |
| 1Y | -18.3% | +5.5% | -23.8% | -20.3% |
| 3Y | +11.5% | +125.0% | -113.5% | -8.4% |
| 5Y | -9.9% | +210.4% | -220.3% | -32.7% |
| 10Y | +204.4% | +1,157.2% | -952.8% | +59.9% |
| All | +204.4% | +1,157.2% | -952.8% | +59.9% |
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