-10.6%
BA vs URI
+33.3%
-43.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.5% | +2.8% |
| 7D | +5.9% | -4.3% | +10.2% | +6.6% |
| 30D | -8.2% | +4.6% | -12.8% | -9.0% |
| 3M | -25.4% | -2.1% | -23.2% | -25.3% |
| 6M | -20.0% | +21.9% | -41.9% | -23.2% |
| YTD | -18.5% | +39.7% | -58.2% | -24.9% |
| 1Y | -10.6% | +32.9% | -43.5% | -16.4% |
| All | -10.6% | +33.3% | -43.9% | -16.4% |
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