+106.6%
EXE vs URI
+200.7%
-94.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -0.3% | -2.0% | +1.7% | +0.1% |
| 30D | +8.5% | -12.9% | +21.4% | +11.5% |
| 3M | +5.5% | -6.7% | +12.2% | +6.4% |
| 6M | -5.9% | +19.0% | -24.9% | -11.0% |
| YTD | -9.7% | +25.5% | -35.3% | -16.5% |
| 1Y | +3.6% | +5.5% | -2.0% | +0.2% |
| 3Y | +18.0% | +111.3% | -93.3% | -10.5% |
| All | +106.6% | +200.7% | -94.0% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling