+14.2%
AGG vs URI
+1,233.8%
-1,219.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.6% |
| 7D | -0.9% | -0.5% | -0.4% | -0.9% |
| 30D | -1.0% | -13.4% | +12.4% | -0.8% |
| 3M | -1.3% | -6.2% | +4.9% | -1.2% |
| 6M | -2.1% | +28.0% | -30.1% | -2.4% |
| YTD | -1.2% | +23.0% | -24.2% | -1.5% |
| 1Y | -0.5% | +5.5% | -6.0% | -0.6% |
| 3Y | +12.4% | +119.2% | -106.8% | +11.4% |
| 5Y | -2.4% | +201.0% | -203.5% | -3.7% |
| All | +14.2% | +1,233.8% | -1,219.6% | +13.6% |
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