+95.6%
AXP vs URI
+178.2%
-82.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.1% | +4.8% | +0.3% |
| 7D | +0.4% | -12.9% | +13.3% | +5.4% |
| 30D | +7.0% | -3.4% | +10.4% | +8.1% |
| 3M | -6.6% | -10.0% | +3.4% | -3.5% |
| 6M | +3.5% | +12.2% | -8.7% | -2.7% |
| YTD | -11.2% | +29.8% | -40.9% | -23.7% |
| 1Y | -10.2% | +24.6% | -34.8% | -21.4% |
| 3Y | +120.0% | +137.6% | -17.5% | +35.5% |
| 5Y | +95.6% | +176.6% | -81.1% | +13.2% |
| All | +95.6% | +178.2% | -82.6% | +13.2% |
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 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