+1,874.3%
BE vs URI
+158.6%
+1,715.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +4.2% | +8.8% | +10.2% |
| 7D | +4.5% | +2.4% | +2.1% | +4.0% |
| 30D | -20.1% | +8.9% | -29.0% | -23.2% |
| 3M | -0.8% | +0.8% | -1.6% | -0.5% |
| 6M | -26.2% | +23.1% | -49.4% | -34.4% |
| YTD | +141.1% | +43.1% | +98.0% | +87.2% |
| 1Y | +64.8% | +35.7% | +29.2% | +34.1% |
| All | +1,874.3% | +158.6% | +1,715.7% | +812.2% |
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