+208.8%
C vs URI
+1,189.1%
-980.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +1.2% |
| 7D | -0.4% | -6.0% | +5.6% | +2.3% |
| 30D | -5.2% | +4.6% | -9.8% | -7.4% |
| 3M | -9.1% | -2.7% | -6.4% | -8.7% |
| 6M | -1.6% | +18.4% | -20.0% | -10.6% |
| YTD | +6.9% | +37.4% | -30.4% | -12.5% |
| 1Y | +23.0% | +30.4% | -7.4% | +3.2% |
| 3Y | +216.1% | +147.9% | +68.2% | +83.7% |
| 5Y | +112.2% | +202.1% | -89.8% | +6.0% |
| 10Y | +208.8% | +1,182.4% | -973.7% | -31.0% |
| All | +208.8% | +1,189.1% | -980.3% | -31.0% |
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