+72.6%
CHRW vs URI
+155.7%
-83.1%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.4% |
| 7D | -3.4% | -6.0% | +2.6% | -2.4% |
| 30D | -9.4% | +4.6% | -14.0% | -10.1% |
| 3M | -12.6% | -2.7% | -9.9% | -12.5% |
| 6M | -24.2% | +18.4% | -42.5% | -26.6% |
| YTD | -18.9% | +37.4% | -56.2% | -24.2% |
| 1Y | -13.7% | +30.4% | -44.0% | -18.6% |
| 3Y | +72.6% | +147.9% | -75.3% | +47.3% |
| All | +72.6% | +155.7% | -83.1% | +47.3% |
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