+27.2%
BAC vs URI
+7.3%
+19.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | +1.1% | -2.0% | +3.1% | +1.2% |
| 30D | -0.4% | -12.9% | +12.6% | +0.6% |
| 3M | +16.9% | -6.7% | +23.6% | +17.4% |
| 6M | +26.6% | +19.0% | +7.6% | +24.0% |
| YTD | +15.8% | +25.5% | -9.7% | +11.3% |
| 1Y | +27.2% | +5.5% | +21.6% | +24.3% |
| All | +27.2% | +7.3% | +19.9% | +24.3% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling