+52.0%
CVS vs URI
+1,313.6%
-1,261.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.9% | -5.2% | +0.3% |
| 7D | -3.7% | -4.0% | +0.3% | -2.9% |
| 30D | -0.3% | +6.8% | -7.1% | -1.7% |
| 3M | -10.3% | -2.8% | -7.5% | -10.0% |
| 6M | -4.6% | +20.9% | -25.5% | -8.7% |
| YTD | +10.7% | +40.2% | -29.5% | +1.8% |
| 1Y | +11.2% | +34.1% | -22.8% | +3.1% |
| 3Y | +43.0% | +164.1% | -121.1% | +12.0% |
| 5Y | +8.6% | +199.3% | -190.7% | -19.6% |
| 10Y | +52.0% | +1,218.8% | -1,166.9% | -22.1% |
| All | +52.0% | +1,313.6% | -1,261.7% | -22.1% |
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