+209.9%
BKNG vs URI
+1,233.8%
-1,023.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +1.9% |
| 7D | -10.7% | -0.5% | -10.2% | -10.6% |
| 30D | -18.1% | -13.4% | -4.7% | -14.2% |
| 3M | +8.5% | -6.2% | +14.7% | +9.7% |
| 6M | -0.1% | +28.0% | -28.0% | -11.2% |
| YTD | -18.2% | +23.0% | -41.2% | -27.1% |
| 1Y | -19.9% | +5.5% | -25.4% | -24.6% |
| 3Y | +41.6% | +119.2% | -77.6% | -3.7% |
| 5Y | +93.1% | +201.0% | -107.9% | +12.2% |
| All | +209.9% | +1,233.8% | -1,023.9% | +16.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling