-10.6%
BA vs URI
+136.1%
-146.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -7.1% | +4.6% | -0.9% |
| 7D | -0.1% | -12.9% | +12.8% | +3.1% |
| 30D | -9.1% | -3.4% | -5.7% | -8.7% |
| 3M | -28.2% | -10.0% | -18.2% | -26.7% |
| 6M | -23.1% | +12.2% | -35.3% | -26.1% |
| YTD | -20.6% | +29.8% | -50.3% | -27.4% |
| 1Y | -12.7% | +24.6% | -37.3% | -19.4% |
| All | -10.6% | +136.1% | -146.7% | -26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling