+369.0%
ALL vs URI
+1,246.1%
-877.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.7% | -0.5% |
| 7D | -2.6% | +2.6% | -5.1% | -3.3% |
| 30D | +12.7% | +9.1% | +3.6% | +10.2% |
| 3M | +0.4% | +1.0% | -0.6% | -0.3% |
| 6M | +23.8% | +23.3% | +0.4% | +16.3% |
| YTD | +27.8% | +43.3% | -15.5% | +14.0% |
| 1Y | +28.9% | +35.9% | -7.0% | +16.4% |
| 3Y | +113.9% | +158.6% | -44.8% | +55.4% |
| 5Y | +157.4% | +213.1% | -55.7% | +71.3% |
| 10Y | +369.0% | +1,213.1% | -844.1% | +101.1% |
| All | +369.0% | +1,246.1% | -877.1% | +101.1% |
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