+737.9%
BE vs URI
+714.9%
+23.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +4.2% | +8.8% | +9.9% |
| 7D | +4.5% | +2.6% | +1.9% | +3.8% |
| 30D | -20.1% | +9.1% | -29.2% | -23.9% |
| 3M | -0.8% | +1.0% | -1.8% | -0.7% |
| 6M | -26.2% | +23.3% | -49.6% | -36.3% |
| YTD | +141.1% | +43.3% | +97.8% | +77.9% |
| 1Y | +64.8% | +35.9% | +28.9% | +27.6% |
| 3Y | +1,887.4% | +158.6% | +1,728.7% | +813.9% |
| 5Y | +518.1% | +213.1% | +305.0% | +143.2% |
| All | +737.9% | +714.9% | +23.0% | +15.9% |
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