+73.5%
BA vs URI
+1,179.9%
-1,106.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.1% |
| 7D | +1.2% | -2.0% | +3.1% | +2.0% |
| 30D | -11.6% | -12.9% | +1.3% | -5.8% |
| 3M | -2.4% | -6.7% | +4.4% | 0.0% |
| 6M | -6.6% | +19.0% | -25.6% | -16.8% |
| YTD | -2.2% | +25.5% | -27.8% | -16.2% |
| 1Y | -8.0% | +5.5% | -13.6% | -14.5% |
| 3Y | -5.0% | +111.3% | -116.3% | -42.8% |
| 5Y | -2.7% | +198.6% | -201.3% | -54.2% |
| All | +73.5% | +1,179.9% | -1,106.4% | -59.4% |
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 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