+31.8%
BA vs URI
+1,374.0%
-1,342.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | +1.1% | -9.8% | +10.9% | +5.9% |
| 30D | -7.9% | +1.7% | -9.7% | -9.3% |
| 3M | -25.3% | -9.1% | -16.3% | -22.7% |
| 6M | -24.6% | +9.9% | -34.4% | -29.6% |
| YTD | -20.1% | +31.2% | -51.4% | -33.7% |
| 1Y | -11.8% | +25.9% | -37.7% | -25.4% |
| 3Y | -10.1% | +147.4% | -157.5% | -50.8% |
| 5Y | -22.7% | +179.7% | -202.5% | -62.7% |
| All | +31.8% | +1,374.0% | -1,342.2% | -70.6% |
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