+1,076.1%
BE vs URI
+200.7%
+875.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.6% | +5.7% | +6.2% |
| 7D | +20.0% | -2.0% | +22.0% | +21.5% |
| 30D | +7.9% | -12.9% | +20.9% | +19.0% |
| 3M | -13.2% | -6.7% | -6.5% | -8.8% |
| 6M | +53.5% | +19.0% | +34.5% | +30.9% |
| YTD | +191.0% | +25.5% | +165.5% | +131.7% |
| 1Y | +360.5% | +5.5% | +355.0% | +321.6% |
| 3Y | +1,568.0% | +111.3% | +1,456.7% | +715.1% |
| All | +1,076.1% | +200.7% | +875.5% | +291.1% |
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