+625.5%
CDE vs URI
+155.7%
+469.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.1% | -5.0% | -6.1% |
| 7D | +14.0% | -6.0% | +20.0% | +17.0% |
| 30D | -10.7% | +4.6% | -15.3% | -13.1% |
| 3M | -15.8% | -2.7% | -13.1% | -15.2% |
| 6M | -17.5% | +18.4% | -35.9% | -25.4% |
| YTD | -14.1% | +37.4% | -51.5% | -30.4% |
| 1Y | +2.9% | +30.4% | -27.4% | -13.7% |
| 3Y | +625.5% | +147.9% | +477.5% | +250.3% |
| All | +625.5% | +155.7% | +469.8% | +250.3% |
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 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