+246.7%
CB vs URI
+1,189.1%
-942.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.6% | +2.0% |
| 7D | +0.7% | -6.0% | +6.7% | +1.9% |
| 30D | +8.2% | +4.6% | +3.6% | +6.8% |
| 3M | +6.3% | -2.7% | +9.0% | +6.4% |
| 6M | +16.2% | +18.4% | -2.2% | +10.6% |
| YTD | +19.3% | +37.4% | -18.0% | +8.2% |
| 1Y | +29.2% | +30.4% | -1.1% | +18.5% |
| 3Y | +71.4% | +147.9% | -76.5% | +27.3% |
| 5Y | +104.2% | +202.1% | -97.8% | +38.1% |
| 10Y | +246.7% | +1,182.4% | -935.8% | +59.7% |
| All | +246.7% | +1,189.1% | -942.4% | +59.7% |
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