+411.5%
CAH vs URI
+1,173.3%
-761.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.3% | +1.3% |
| 7D | +3.5% | +6.7% | -3.3% | +2.0% |
| 30D | +13.5% | +8.9% | +4.6% | +11.2% |
| 3M | +21.8% | +0.5% | +21.3% | +21.1% |
| 6M | +51.5% | +20.7% | +30.9% | +44.5% |
| YTD | +38.1% | +40.0% | -2.0% | +25.7% |
| 1Y | +37.7% | +34.4% | +3.3% | +26.4% |
| 3Y | +179.6% | +149.5% | +30.1% | +111.6% |
| 5Y | +504.9% | +205.6% | +299.4% | +318.5% |
| All | +411.5% | +1,173.3% | -761.8% | +143.1% |
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