+374.8%
ALL vs URI
+1,374.0%
-999.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -4.7% |
| 7D | -1.9% | -9.8% | +7.8% | +0.2% |
| 30D | +13.8% | +1.7% | +12.0% | +13.1% |
| 3M | -7.0% | -9.1% | +2.1% | -5.4% |
| 6M | +18.0% | +9.9% | +8.2% | +14.1% |
| YTD | +24.2% | +31.2% | -7.0% | +13.3% |
| 1Y | +31.2% | +25.9% | +5.2% | +20.8% |
| 3Y | +107.5% | +147.4% | -39.8% | +52.9% |
| 5Y | +144.8% | +179.7% | -34.9% | +68.7% |
| All | +374.8% | +1,374.0% | -999.2% | +113.3% |
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