+223.5%
C vs URI
+1,374.0%
-1,150.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | -2.4% | -9.8% | +7.4% | +2.2% |
| 30D | -6.0% | +1.7% | -7.7% | -6.9% |
| 3M | -10.5% | -9.1% | -1.5% | -7.3% |
| 6M | -5.7% | +9.9% | -15.6% | -11.2% |
| YTD | +4.1% | +31.2% | -27.1% | -12.7% |
| 1Y | +20.5% | +25.9% | -5.4% | +2.9% |
| 3Y | +208.1% | +147.4% | +60.7% | +80.2% |
| 5Y | +110.4% | +179.7% | -69.3% | +10.1% |
| All | +223.5% | +1,374.0% | -1,150.5% | -24.6% |
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