+62.6%
CSGP vs URI
+1,246.1%
-1,183.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.3% | -1.3% |
| 7D | -7.1% | +2.6% | -9.7% | -7.8% |
| 30D | +3.6% | +9.1% | -5.4% | +1.0% |
| 3M | -2.7% | +1.0% | -3.7% | -3.6% |
| 6M | -8.0% | +23.3% | -31.4% | -14.5% |
| YTD | -55.0% | +43.3% | -98.3% | -60.5% |
| 1Y | -55.8% | +35.9% | -91.7% | -60.6% |
| 3Y | -62.0% | +158.6% | -220.6% | -72.8% |
| 5Y | -62.9% | +213.1% | -276.0% | -75.6% |
| 10Y | +62.6% | +1,213.1% | -1,150.5% | -26.4% |
| All | +62.6% | +1,246.1% | -1,183.5% | -26.4% |
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