-42.9%
CORZ vs URI
+26.0%
-68.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +2.8% |
| 7D | -11.2% | -9.8% | -1.5% | -6.9% |
| 30D | -26.2% | +1.7% | -28.0% | -26.0% |
| 3M | -44.1% | -9.1% | -35.1% | -41.7% |
| 6M | -52.3% | +9.9% | -62.1% | -52.8% |
| YTD | -19.2% | +31.2% | -50.4% | -30.8% |
| 1Y | -42.9% | +25.9% | -68.8% | -49.9% |
| All | -42.9% | +26.0% | -68.9% | -49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling