+339.6%
DELL vs URI
+5.1%
+334.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.3% | +1.7% |
| 7D | +25.6% | +2.5% | +23.1% | +24.9% |
| 30D | +17.7% | -12.5% | +30.2% | +21.0% |
| 3M | +33.4% | -6.2% | +39.6% | +35.3% |
| 6M | +266.2% | +25.9% | +240.3% | +250.2% |
| YTD | +328.0% | +26.2% | +301.8% | +297.7% |
| 1Y | +339.6% | +5.5% | +334.1% | +325.6% |
| All | +339.6% | +5.1% | +334.4% | +325.6% |
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