+152.0%
GE vs URI
+1,173.3%
-1,021.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.8% |
| 7D | +2.7% | +6.7% | -4.1% | -0.2% |
| 30D | +8.1% | +8.9% | -0.8% | +4.0% |
| 3M | -7.9% | +0.5% | -8.4% | -8.6% |
| 6M | +12.9% | +20.7% | -7.8% | +3.0% |
| YTD | +8.2% | +40.0% | -31.9% | -9.7% |
| 1Y | +9.7% | +34.4% | -24.7% | -6.9% |
| 3Y | +266.1% | +149.5% | +116.6% | +125.4% |
| 5Y | +407.4% | +205.6% | +201.8% | +171.7% |
| All | +152.0% | +1,173.3% | -1,021.4% | -26.6% |
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