+371.6%
ALL vs URI
+1,173.3%
-801.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.6% | +0.6% |
| 7D | +5.0% | +6.7% | -1.7% | +3.4% |
| 30D | +13.3% | +8.9% | +4.5% | +10.8% |
| 3M | +3.2% | +0.5% | +2.6% | +2.5% |
| 6M | +25.3% | +20.7% | +4.7% | +18.4% |
| YTD | +30.5% | +40.0% | -9.6% | +17.0% |
| 1Y | +29.2% | +34.4% | -5.2% | +16.9% |
| 3Y | +119.1% | +149.5% | -30.4% | +60.7% |
| 5Y | +162.6% | +205.6% | -42.9% | +75.8% |
| All | +371.6% | +1,173.3% | -801.7% | +106.1% |
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 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