+200.5%
B vs URI
+1,313.6%
-1,113.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.9% | -2.7% | +3.7% |
| 7D | +11.3% | -4.0% | +15.3% | +11.6% |
| 30D | +2.9% | +6.8% | -3.8% | +2.3% |
| 3M | -2.9% | -2.8% | 0.0% | -2.8% |
| 6M | -1.2% | +20.9% | -22.1% | -2.7% |
| YTD | -1.3% | +40.2% | -41.6% | -4.3% |
| 1Y | +30.4% | +34.1% | -3.7% | +26.9% |
| 3Y | +195.3% | +164.1% | +31.1% | +173.7% |
| 5Y | +146.2% | +199.3% | -53.1% | +123.9% |
| 10Y | +200.5% | +1,218.8% | -1,018.4% | +207.2% |
| All | +200.5% | +1,313.6% | -1,113.2% | +207.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling