+20.2%
EXE vs URI
+156.4%
-136.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +3.6% | +9.3% | -5.8% | +2.5% |
| 30D | -4.3% | +7.6% | -11.9% | -5.2% |
| 3M | -7.7% | +1.0% | -8.7% | -7.9% |
| 6M | -7.2% | +19.8% | -27.1% | -9.9% |
| YTD | -18.5% | +41.9% | -60.4% | -23.6% |
| 1Y | -24.4% | +33.4% | -57.7% | -28.3% |
| All | +20.2% | +156.4% | -136.2% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling