+247.7%
APH vs URI
+136.1%
+111.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.1% | -2.2% | -6.7% |
| 7D | -12.7% | -12.9% | +0.2% | -8.1% |
| 30D | -19.2% | -3.4% | -15.8% | -18.0% |
| 3M | -16.7% | -10.0% | -6.7% | -13.5% |
| 6M | +5.1% | +12.2% | -7.0% | +1.0% |
| YTD | +6.6% | +29.8% | -23.2% | -5.3% |
| 1Y | +3.9% | +24.6% | -20.7% | -6.1% |
| All | +247.7% | +136.1% | +111.6% | +147.2% |
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