-54.6%
CSGP vs URI
+26.0%
-80.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.8% | -4.7% |
| 7D | +1.3% | -9.8% | +11.0% | +1.1% |
| 30D | +10.7% | +1.7% | +8.9% | +10.4% |
| 3M | +3.3% | -9.1% | +12.3% | +2.9% |
| 6M | -10.3% | +9.9% | -20.2% | -11.6% |
| YTD | -54.6% | +31.2% | -85.8% | -55.3% |
| 1Y | -54.6% | +25.9% | -80.6% | -54.5% |
| All | -54.6% | +26.0% | -80.6% | -54.5% |
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