+319.1%
DELL vs URI
+7.3%
+311.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.2% |
| 7D | +14.9% | -2.0% | +16.9% | +15.4% |
| 30D | +13.3% | -12.9% | +26.2% | +16.6% |
| 3M | +24.4% | -6.7% | +31.1% | +26.3% |
| 6M | +258.0% | +19.0% | +239.0% | +246.1% |
| YTD | +320.2% | +25.5% | +294.7% | +291.1% |
| 1Y | +319.1% | +5.5% | +313.5% | +304.4% |
| All | +319.1% | +7.3% | +311.8% | +304.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling