+706.7%
ETN vs URI
+1,233.9%
-527.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +3.5% | -2.1% | +5.6% | +4.5% |
| 30D | -7.5% | -12.4% | +4.9% | -1.7% |
| 3M | +8.3% | -7.3% | +15.6% | +12.1% |
| 6M | +20.2% | +27.2% | -7.0% | +6.1% |
| YTD | +34.7% | +23.0% | +11.7% | +18.8% |
| 1Y | +19.4% | +3.9% | +15.5% | +13.6% |
| 3Y | +85.5% | +121.6% | -36.1% | +19.4% |
| 5Y | +186.6% | +201.1% | -14.5% | +53.1% |
| All | +706.7% | +1,233.9% | -527.2% | +105.1% |
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