+491.3%
BE vs URI
+209.3%
+282.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -2.8% |
| 7D | +20.5% | +9.3% | +11.2% | +13.4% |
| 30D | -23.4% | +7.6% | -30.9% | -26.3% |
| 3M | -14.9% | +1.0% | -15.9% | -14.7% |
| 6M | -28.1% | +19.8% | -47.9% | -36.7% |
| YTD | +132.4% | +41.9% | +90.5% | +70.9% |
| 1Y | +59.4% | +33.4% | +26.0% | +24.3% |
| 3Y | +1,815.8% | +156.0% | +1,659.8% | +705.7% |
| 5Y | +491.3% | +209.5% | +281.8% | +82.3% |
| All | +491.3% | +209.3% | +282.0% | +82.3% |
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