+697.9%
BX vs URI
+1,179.8%
-481.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.8% |
| 7D | -2.0% | +2.5% | -4.5% | -3.1% |
| 30D | -2.3% | -12.5% | +10.2% | +3.4% |
| 3M | +18.5% | -6.2% | +24.7% | +20.9% |
| 6M | +23.7% | +25.9% | -2.1% | +7.7% |
| YTD | -10.4% | +26.2% | -36.5% | -22.9% |
| 1Y | -19.6% | +5.5% | -25.0% | -24.8% |
| 3Y | +30.8% | +125.0% | -94.2% | -15.3% |
| 5Y | +24.3% | +210.4% | -186.1% | -30.9% |
| All | +697.9% | +1,179.8% | -481.8% | +164.2% |
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