+625.7%
BX vs URI
+1,189.9%
-564.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.4% |
| 7D | -1.1% | +9.3% | -10.4% | -5.1% |
| 30D | +8.8% | +7.6% | +1.2% | +5.0% |
| 3M | -18.3% | +1.0% | -19.3% | -19.2% |
| 6M | -1.5% | +19.8% | -21.4% | -10.7% |
| YTD | -19.9% | +41.9% | -61.8% | -35.3% |
| 1Y | -14.5% | +33.4% | -47.9% | -28.9% |
| 3Y | +32.3% | +156.0% | -123.7% | -20.8% |
| 5Y | -1.1% | +209.5% | -210.6% | -46.8% |
| All | +625.7% | +1,189.9% | -564.1% | +110.3% |
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