-37.1%
APP vs URI
+32.9%
-70.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +6.9% | -2.1% | +5.9% |
| 7D | +79.2% | -4.0% | +83.2% | +79.0% |
| 30D | +48.0% | +6.8% | +41.2% | +48.8% |
| 3M | +18.2% | -2.8% | +21.0% | +18.5% |
| 6M | -12.5% | +20.9% | -33.4% | -11.2% |
| YTD | -39.2% | +40.2% | -79.4% | -38.8% |
| All | -37.1% | +32.9% | -70.0% | -33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling