+206.6%
C vs URI
+136.1%
+70.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -7.1% | +2.1% | -2.8% |
| 7D | -5.3% | -12.9% | +7.6% | -1.1% |
| 30D | -7.3% | -3.4% | -3.9% | -6.4% |
| 3M | -13.5% | -10.0% | -3.4% | -10.8% |
| 6M | -6.5% | +12.2% | -18.7% | -10.9% |
| YTD | +3.6% | +29.8% | -26.1% | -8.4% |
| 1Y | +18.9% | +24.6% | -5.7% | +6.8% |
| All | +206.6% | +136.1% | +70.5% | +110.2% |
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