+269.1%
BLK vs URI
+1,233.8%
-964.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | +0.5% |
| 7D | -5.2% | -0.5% | -4.7% | -5.1% |
| 30D | -7.0% | -13.4% | +6.3% | -2.2% |
| 3M | +5.7% | -6.2% | +11.9% | +7.2% |
| 6M | +11.0% | +28.0% | -17.0% | -1.6% |
| YTD | +0.9% | +23.0% | -22.1% | -10.1% |
| 1Y | -1.6% | +5.5% | -7.2% | -7.2% |
| 3Y | +64.5% | +119.2% | -54.7% | +11.7% |
| 5Y | +30.9% | +201.0% | -170.2% | -24.2% |
| All | +269.1% | +1,233.8% | -964.7% | +21.4% |
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 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