+18,919.3%
GILD vs URI
+6,985.7%
+11,933.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | +0.1% |
| 7D | -4.2% | -0.5% | -3.8% | -4.2% |
| 30D | +6.7% | -13.4% | +20.0% | +9.2% |
| 3M | +20.0% | -6.2% | +26.2% | +20.8% |
| 6M | -1.3% | +28.0% | -29.3% | -6.5% |
| YTD | +19.4% | +23.0% | -3.5% | +13.3% |
| 1Y | +28.9% | +5.5% | +23.4% | +25.4% |
| 3Y | +110.3% | +119.2% | -8.9% | +74.8% |
| 5Y | +144.8% | +201.0% | -56.2% | +87.3% |
| 10Y | +164.4% | +1,218.9% | -1,054.5% | +41.2% |
| All | +18,919.3% | +6,985.7% | +11,933.6% | +4,728.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling