+368.4%
ALL vs URI
+1,189.1%
-820.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.1% | +4.9% | +3.4% |
| 7D | -0.1% | -6.0% | +5.8% | +1.0% |
| 30D | +13.8% | +4.6% | +9.2% | +12.3% |
| 3M | -2.8% | -2.7% | -0.1% | -2.7% |
| 6M | +23.7% | +18.4% | +5.3% | +17.3% |
| YTD | +27.3% | +37.4% | -10.1% | +14.6% |
| 1Y | +30.5% | +30.4% | +0.2% | +19.0% |
| 3Y | +113.0% | +147.9% | -34.9% | +56.3% |
| 5Y | +157.6% | +202.1% | -44.5% | +72.8% |
| 10Y | +368.4% | +1,182.4% | -814.1% | +102.0% |
| All | +368.4% | +1,189.1% | -820.7% | +102.0% |
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