+835.9%
CDE vs URI
+126.5%
+709.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.3% | -3.0% |
| 7D | +2.3% | +2.5% | -0.2% | +1.0% |
| 30D | +18.8% | -12.5% | +31.4% | +26.5% |
| 3M | +23.5% | -6.2% | +29.7% | +26.5% |
| 6M | -8.6% | +25.9% | -34.5% | -21.2% |
| YTD | +16.0% | +26.2% | -10.2% | -1.1% |
| 1Y | +42.1% | +5.5% | +36.6% | +34.6% |
| 3Y | +835.9% | +125.0% | +710.9% | +456.0% |
| All | +835.9% | +126.5% | +709.4% | +456.0% |
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