+1,574.6%
BE vs URI
+113.1%
+1,461.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.6% | +5.7% | +6.4% |
| 7D | +20.0% | -2.0% | +22.0% | +21.3% |
| 30D | +7.9% | -12.9% | +20.9% | +17.4% |
| 3M | -13.2% | -6.7% | -6.5% | -9.2% |
| 6M | +53.5% | +19.0% | +34.5% | +35.0% |
| YTD | +191.0% | +25.5% | +165.5% | +140.6% |
| 1Y | +360.5% | +5.5% | +355.0% | +332.0% |
| All | +1,574.6% | +113.1% | +1,461.5% | +726.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling