+519.6%
EWT vs URI
+1,179.8%
-660.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +1.6% | +2.5% | -0.9% | +1.0% |
| 30D | +8.2% | -12.5% | +20.7% | +11.6% |
| 3M | +11.1% | -6.2% | +17.3% | +12.6% |
| 6M | +60.4% | +25.9% | +34.6% | +50.4% |
| YTD | +75.6% | +26.2% | +49.4% | +63.6% |
| 1Y | +91.3% | +5.5% | +85.8% | +85.8% |
| 3Y | +200.3% | +125.0% | +75.3% | +137.4% |
| 5Y | +156.4% | +210.4% | -54.0% | +82.8% |
| All | +519.6% | +1,179.8% | -660.2% | +237.4% |
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