+39.3%
BE vs URI
+32.9%
+6.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +6.9% | +5.0% | +8.0% |
| 7D | -1.2% | -4.0% | +2.8% | +1.4% |
| 30D | -30.9% | +6.8% | -37.7% | -32.4% |
| 3M | -11.6% | -2.8% | -8.8% | -9.8% |
| 6M | -25.7% | +20.9% | -46.6% | -30.4% |
| YTD | +123.1% | +40.2% | +82.9% | +65.8% |
| All | +39.3% | +32.9% | +6.3% | +15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling