+33.8%
BX vs URI
+138.8%
-105.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | +1.8% | -9.8% | +11.6% | +6.0% |
| 30D | +7.9% | +1.7% | +6.1% | +6.9% |
| 3M | -9.6% | -9.1% | -0.5% | -6.5% |
| 6M | -2.3% | +9.9% | -12.1% | -7.4% |
| YTD | -19.3% | +31.2% | -50.5% | -32.0% |
| 1Y | -13.2% | +25.9% | -39.2% | -25.3% |
| 3Y | +33.8% | +147.4% | -113.6% | -20.5% |
| All | +33.8% | +138.8% | -105.0% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling