+261.6%
APP vs URI
+178.2%
+83.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -7.1% | +38.2% | +34.1% |
| 7D | +39.7% | -12.9% | +52.6% | +47.1% |
| 30D | +27.7% | -3.4% | +31.1% | +27.9% |
| 3M | -14.8% | -10.0% | -4.7% | -12.3% |
| 6M | -25.5% | +12.2% | -37.7% | -32.3% |
| YTD | -47.2% | +29.8% | -76.9% | -58.1% |
| 1Y | -42.3% | +24.6% | -66.9% | -53.1% |
| 3Y | +806.8% | +137.6% | +669.2% | +359.1% |
| 5Y | +261.6% | +176.6% | +85.0% | +45.1% |
| All | +261.6% | +178.2% | +83.4% | +45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling