+119.5%
CTAS vs URI
+214.4%
-94.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | -0.1% |
| 7D | -0.8% | +2.6% | -3.4% | -1.5% |
| 30D | +10.7% | +9.1% | +1.7% | +8.2% |
| 3M | +11.0% | +1.0% | +10.0% | +10.2% |
| 6M | +38.7% | +23.3% | +15.4% | +30.2% |
| YTD | +21.8% | +43.3% | -21.5% | +8.3% |
| 1Y | +23.6% | +35.9% | -12.4% | +11.4% |
| 3Y | +74.9% | +158.6% | -83.7% | +24.0% |
| 5Y | +119.5% | +213.1% | -93.7% | +41.6% |
| All | +119.5% | +214.4% | -94.9% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling