+107.5%
ALL vs URI
+138.8%
-31.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -4.5% |
| 7D | -1.9% | -9.8% | +7.8% | -1.5% |
| 30D | +13.8% | +1.7% | +12.0% | +13.6% |
| 3M | -7.0% | -9.1% | +2.1% | -6.7% |
| 6M | +18.0% | +9.9% | +8.2% | +16.8% |
| YTD | +24.2% | +31.2% | -7.0% | +20.6% |
| 1Y | +31.2% | +25.9% | +5.2% | +27.9% |
| 3Y | +107.5% | +147.4% | -39.8% | +100.3% |
| All | +107.5% | +138.8% | -31.2% | +100.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling