+162.4%
GE vs URI
+1,313.6%
-1,151.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.9% | -3.1% | +0.9% |
| 7D | +6.3% | -4.0% | +10.3% | +7.9% |
| 30D | +8.9% | +6.8% | +2.1% | +5.7% |
| 3M | -9.2% | -2.8% | -6.4% | -8.6% |
| 6M | +13.2% | +20.9% | -7.6% | +3.2% |
| YTD | +9.4% | +40.2% | -30.8% | -8.7% |
| 1Y | +9.8% | +34.1% | -24.3% | -6.7% |
| 3Y | +278.2% | +164.1% | +114.0% | +127.0% |
| 5Y | +396.0% | +199.3% | +196.7% | +168.4% |
| 10Y | +162.4% | +1,218.8% | -1,056.5% | -23.3% |
| All | +162.4% | +1,313.6% | -1,151.3% | -23.3% |
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