+23.4%
BA vs URI
+1,189.9%
-1,166.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.2% |
| 7D | -0.6% | +9.3% | -9.9% | -4.9% |
| 30D | -8.0% | +7.6% | -15.6% | -12.0% |
| 3M | -25.8% | +1.0% | -26.8% | -27.1% |
| 6M | -27.6% | +19.8% | -47.4% | -35.3% |
| YTD | -21.0% | +41.9% | -62.8% | -37.1% |
| 1Y | -12.3% | +33.4% | -45.6% | -28.1% |
| 3Y | -12.8% | +156.0% | -168.8% | -53.4% |
| 5Y | -22.4% | +209.5% | -231.9% | -64.9% |
| All | +23.4% | +1,189.9% | -1,166.5% | -73.6% |
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