+200.4%
B vs URI
+113.1%
+87.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.4% |
| 7D | -1.6% | -2.0% | +0.4% | -1.3% |
| 30D | +9.4% | -12.9% | +22.4% | +11.5% |
| 3M | +5.0% | -6.7% | +11.7% | +5.9% |
| 6M | -3.5% | +19.0% | -22.5% | -6.1% |
| YTD | +4.5% | +25.5% | -21.1% | +0.5% |
| 1Y | +67.8% | +5.5% | +62.2% | +65.0% |
| All | +200.4% | +113.1% | +87.3% | +160.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling