+142.4%
GILD vs URI
+198.7%
-56.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -4.8% | -2.1% | -2.8% | -4.6% |
| 30D | +5.8% | -12.4% | +18.2% | +7.1% |
| 3M | +14.9% | -7.3% | +22.2% | +15.4% |
| 6M | -0.4% | +27.2% | -27.6% | -3.5% |
| YTD | +18.5% | +23.0% | -4.4% | +14.7% |
| 1Y | +25.1% | +3.9% | +21.2% | +23.4% |
| 3Y | +105.9% | +121.6% | -15.7% | +79.4% |
| All | +142.4% | +198.7% | -56.2% | +94.6% |
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 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