+387.2%
BE vs URI
+166.6%
+220.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +2.6% |
| 7D | -14.7% | -9.8% | -4.9% | -7.3% |
| 30D | -40.5% | +1.7% | -42.3% | -40.7% |
| 3M | -24.3% | -9.1% | -15.3% | -18.5% |
| 6M | -39.3% | +9.9% | -49.2% | -43.3% |
| YTD | +99.4% | +31.2% | +68.2% | +54.5% |
| 1Y | +26.6% | +25.9% | +0.6% | +2.4% |
| 3Y | +1,616.9% | +147.4% | +1,469.6% | +628.4% |
| All | +387.2% | +166.6% | +220.6% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling