+155.5%
GE vs URI
+1,374.0%
-1,218.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.2% |
| 7D | +7.1% | -9.8% | +16.9% | +11.6% |
| 30D | +6.5% | +1.7% | +4.7% | +5.5% |
| 3M | -13.6% | -9.1% | -4.5% | -10.6% |
| 6M | +6.0% | +9.9% | -3.9% | +0.7% |
| YTD | +5.4% | +31.2% | -25.8% | -9.3% |
| 1Y | +6.5% | +25.9% | -19.5% | -6.9% |
| 3Y | +268.6% | +147.4% | +121.2% | +129.5% |
| 5Y | +389.0% | +179.7% | +209.3% | +175.6% |
| All | +155.5% | +1,374.0% | -1,218.5% | -20.4% |
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