-21.8%
EXE vs URI
+26.0%
-47.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -0.9% |
| 7D | -6.6% | -9.8% | +3.2% | -6.6% |
| 30D | -4.0% | +1.7% | -5.7% | -3.8% |
| 3M | -7.5% | -9.1% | +1.6% | -7.4% |
| 6M | -11.7% | +9.9% | -21.5% | -11.6% |
| YTD | -22.0% | +31.2% | -53.2% | -22.3% |
| 1Y | -21.8% | +25.9% | -47.7% | -20.2% |
| All | -21.8% | +26.0% | -47.8% | -20.2% |
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