+366.5%
ALL vs URI
+1,179.9%
-813.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -1.7% |
| 7D | 0.0% | -2.0% | +2.0% | +0.4% |
| 30D | -1.5% | -12.9% | +11.5% | +1.5% |
| 3M | +23.6% | -6.7% | +30.4% | +24.7% |
| 6M | +22.3% | +19.0% | +3.3% | +15.5% |
| YTD | +26.5% | +25.5% | +1.0% | +17.1% |
| 1Y | +27.0% | +5.5% | +21.5% | +22.3% |
| 3Y | +149.6% | +111.3% | +38.3% | +92.8% |
| 5Y | +118.1% | +198.6% | -80.5% | +48.2% |
| All | +366.5% | +1,179.9% | -813.4% | +116.8% |
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