+62.7%
CVS vs URI
+1,246.1%
-1,183.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | -0.2% |
| 7D | +12.0% | +2.6% | +9.4% | +11.2% |
| 30D | +2.8% | +9.1% | -6.3% | +0.9% |
| 3M | -3.6% | +1.0% | -4.6% | -4.1% |
| 6M | -1.6% | +23.3% | -25.0% | -6.3% |
| YTD | +16.3% | +43.3% | -27.0% | +6.4% |
| 1Y | +15.5% | +35.9% | -20.4% | +6.8% |
| 3Y | +48.1% | +158.6% | -110.5% | +16.5% |
| 5Y | +12.3% | +213.1% | -200.8% | -17.7% |
| 10Y | +62.7% | +1,213.1% | -1,150.4% | -17.0% |
| All | +62.7% | +1,246.1% | -1,183.4% | -17.0% |
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