+11.4%
B vs URI
+36.3%
-25.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.2% | -5.7% | -2.2% |
| 7D | -2.7% | +2.6% | -5.2% | -3.1% |
| 30D | -4.3% | +9.1% | -13.4% | -5.9% |
| 3M | -2.3% | +1.0% | -3.3% | -2.8% |
| 6M | -16.2% | +23.3% | -39.6% | -18.7% |
| YTD | -8.8% | +43.3% | -52.1% | -18.3% |
| 1Y | +11.4% | +35.9% | -24.6% | +3.9% |
| All | +11.4% | +36.3% | -25.0% | +3.9% |
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