+207.0%
C vs URI
+1,173.3%
-966.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.2% | +0.5% |
| 7D | +4.2% | +6.7% | -2.6% | +1.0% |
| 30D | +2.0% | +8.9% | -6.9% | -2.3% |
| 3M | -10.1% | +0.5% | -10.7% | -11.1% |
| 6M | +1.0% | +20.7% | -19.7% | -9.1% |
| YTD | +8.5% | +40.0% | -31.6% | -12.0% |
| 1Y | +25.7% | +34.4% | -8.7% | +3.9% |
| 3Y | +216.0% | +149.5% | +66.5% | +83.2% |
| 5Y | +112.3% | +205.6% | -93.3% | +5.5% |
| All | +207.0% | +1,173.3% | -966.3% | -29.9% |
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