+151.2%
GE vs URI
+1,189.9%
-1,038.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.0% |
| 7D | +5.1% | +9.3% | -4.2% | +1.2% |
| 30D | +7.6% | +7.6% | 0.0% | +4.0% |
| 3M | -9.3% | +1.0% | -10.3% | -10.2% |
| 6M | +11.5% | +19.8% | -8.3% | +2.0% |
| YTD | +7.9% | +41.9% | -34.0% | -10.4% |
| 1Y | +7.6% | +33.4% | -25.7% | -8.3% |
| 3Y | +265.9% | +156.0% | +109.8% | +122.7% |
| 5Y | +405.9% | +209.5% | +196.4% | +169.5% |
| All | +151.2% | +1,189.9% | -1,038.6% | -27.2% |
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 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