+246.2%
DIA vs URI
+1,157.2%
-911.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.3% |
| 7D | +0.1% | +2.5% | -2.5% | -0.6% |
| 30D | -2.1% | -12.5% | +10.5% | +1.5% |
| 3M | +4.2% | -6.2% | +10.3% | +5.4% |
| 6M | +11.9% | +25.9% | -14.0% | +3.1% |
| YTD | +10.8% | +26.2% | -15.4% | +1.3% |
| 1Y | +17.5% | +5.5% | +12.0% | +12.8% |
| 3Y | +59.9% | +125.0% | -65.0% | +18.7% |
| 5Y | +64.1% | +210.4% | -146.3% | +6.5% |
| 10Y | +246.2% | +1,157.2% | -911.0% | +45.3% |
| All | +246.2% | +1,157.2% | -911.0% | +45.3% |
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