-23.6%
EXE vs URI
+36.3%
-59.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.8% |
| 7D | +1.5% | +2.6% | -1.1% | +1.5% |
| 30D | -0.2% | +9.1% | -9.3% | -0.1% |
| 3M | -9.2% | +1.0% | -10.2% | -9.2% |
| 6M | -7.2% | +23.3% | -30.6% | -7.3% |
| YTD | -18.3% | +43.3% | -61.6% | -18.5% |
| 1Y | -23.6% | +35.9% | -59.5% | -22.4% |
| All | -23.6% | +36.3% | -59.9% | -22.4% |
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 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