+69.8%
BKNG vs URI
+203.0%
-133.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.6% |
| 7D | -0.7% | +6.7% | -7.4% | -2.7% |
| 30D | -0.7% | +8.9% | -9.5% | -3.7% |
| 3M | -25.0% | +0.5% | -25.5% | -25.7% |
| 6M | +3.4% | +20.7% | -17.2% | -4.7% |
| YTD | -25.0% | +40.0% | -65.0% | -36.1% |
| 1Y | -20.7% | +34.4% | -55.1% | -31.4% |
| 3Y | +30.9% | +149.5% | -118.5% | -19.1% |
| All | +69.8% | +203.0% | -133.2% | -5.4% |
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