+251.7%
CB vs URI
+1,173.3%
-921.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.4% |
| 7D | +2.9% | +6.7% | -3.8% | +1.4% |
| 30D | +7.3% | +8.9% | -1.6% | +5.0% |
| 3M | +9.4% | +0.5% | +8.9% | +8.7% |
| 6M | +19.6% | +20.7% | -1.0% | +13.4% |
| YTD | +21.5% | +40.0% | -18.6% | +9.7% |
| 1Y | +28.0% | +34.4% | -6.4% | +16.6% |
| 3Y | +74.9% | +149.5% | -74.6% | +29.7% |
| 5Y | +108.1% | +205.6% | -97.4% | +40.4% |
| All | +251.7% | +1,173.3% | -921.7% | +61.3% |
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