+55.2%
EWT vs URI
+33.3%
+21.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -0.4% |
| 7D | -10.9% | -4.3% | -6.6% | -10.1% |
| 30D | -17.7% | +4.6% | -22.3% | -18.4% |
| 3M | -5.0% | -2.1% | -2.9% | -4.8% |
| 6M | +7.4% | +21.9% | -14.5% | +4.8% |
| YTD | +52.8% | +39.7% | +13.1% | +42.2% |
| 1Y | +55.2% | +32.9% | +22.3% | +47.5% |
| All | +55.2% | +33.3% | +21.9% | +47.5% |
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