+707.7%
BE vs URI
+706.7%
+1.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -2.9% |
| 7D | +20.5% | +9.3% | +11.2% | +13.6% |
| 30D | -23.4% | +7.6% | -30.9% | -26.2% |
| 3M | -14.9% | +1.0% | -15.9% | -14.7% |
| 6M | -28.1% | +19.8% | -47.9% | -36.6% |
| YTD | +132.4% | +41.9% | +90.5% | +72.8% |
| 1Y | +59.4% | +33.4% | +26.0% | +25.1% |
| 3Y | +1,815.8% | +156.0% | +1,659.8% | +787.8% |
| 5Y | +491.3% | +209.5% | +281.8% | +134.7% |
| All | +707.7% | +706.7% | +1.1% | +12.6% |
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