+40.5%
CVS vs URI
+1,157.2%
-1,116.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | -1.6% | +2.5% | -4.1% | -2.0% |
| 30D | +0.4% | -12.5% | +12.9% | +2.9% |
| 3M | -0.4% | -6.2% | +5.8% | +0.3% |
| 6M | +25.1% | +25.9% | -0.7% | +18.4% |
| YTD | +23.9% | +26.2% | -2.3% | +16.5% |
| 1Y | +41.1% | +5.5% | +35.6% | +37.2% |
| 3Y | +63.6% | +125.0% | -61.4% | +32.5% |
| 5Y | +31.5% | +210.4% | -178.9% | -3.5% |
| 10Y | +40.5% | +1,157.2% | -1,116.7% | -28.3% |
| All | +40.5% | +1,157.2% | -1,116.7% | -28.3% |
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