+852.9%
DE vs URI
+1,157.2%
-304.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -2.1% |
| 7D | +0.7% | +2.5% | -1.8% | -0.4% |
| 30D | +9.6% | -12.5% | +22.2% | +15.6% |
| 3M | +19.0% | -6.2% | +25.2% | +21.4% |
| 6M | +16.1% | +25.9% | -9.8% | +3.2% |
| YTD | +47.0% | +26.2% | +20.8% | +29.2% |
| 1Y | +43.1% | +5.5% | +37.7% | +35.1% |
| 3Y | +77.5% | +125.0% | -47.5% | +14.1% |
| 5Y | +96.4% | +210.4% | -114.1% | +4.9% |
| 10Y | +852.9% | +1,157.2% | -304.3% | +192.7% |
| All | +852.9% | +1,157.2% | -304.3% | +192.7% |
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