+427.8%
EWT vs URI
+1,189.1%
-761.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.5% |
| 7D | -3.7% | -6.0% | +2.3% | -2.0% |
| 30D | -17.2% | +4.6% | -21.8% | -18.0% |
| 3M | -7.3% | -2.7% | -4.6% | -6.8% |
| 6M | -1.5% | +18.4% | -19.9% | -5.6% |
| YTD | +49.0% | +37.4% | +11.7% | +35.7% |
| 1Y | +50.6% | +30.4% | +20.3% | +38.9% |
| 3Y | +148.9% | +147.9% | +1.0% | +90.9% |
| 5Y | +116.1% | +202.1% | -86.0% | +53.2% |
| 10Y | +427.8% | +1,182.4% | -754.6% | +176.0% |
| All | +427.8% | +1,189.1% | -761.2% | +176.0% |
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