-12.7%
BA vs URI
+23.7%
-36.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -7.1% | +4.6% | -1.5% |
| 7D | -0.1% | -12.9% | +12.8% | +2.0% |
| 30D | -9.1% | -3.4% | -5.7% | -8.9% |
| 3M | -28.2% | -10.0% | -18.2% | -27.2% |
| 6M | -23.1% | +12.2% | -35.3% | -25.2% |
| YTD | -20.6% | +29.8% | -50.3% | -26.0% |
| 1Y | -12.7% | +24.6% | -37.3% | -17.6% |
| All | -12.7% | +23.7% | -36.5% | -17.6% |
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 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