-0.9%
BA vs URI
+200.7%
-201.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | +1.2% | -2.0% | +3.1% | +1.8% |
| 30D | -11.6% | -12.9% | +1.3% | -7.4% |
| 3M | -2.4% | -6.7% | +4.4% | -0.5% |
| 6M | -6.6% | +19.0% | -25.6% | -14.0% |
| YTD | -2.2% | +25.5% | -27.8% | -12.6% |
| 1Y | -8.0% | +5.5% | -13.6% | -12.4% |
| 3Y | -5.0% | +111.3% | -116.3% | -36.4% |
| All | -0.9% | +200.7% | -201.6% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling