+22.6%
IEFA vs URI
+7.3%
+15.3%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | +0.6% | -2.0% | +2.6% | +0.8% |
| 30D | +1.0% | -12.9% | +14.0% | +2.3% |
| 3M | +4.7% | -6.7% | +11.4% | +5.3% |
| 6M | +8.6% | +19.0% | -10.4% | +6.3% |
| YTD | +14.8% | +25.5% | -10.7% | +10.3% |
| 1Y | +22.6% | +5.5% | +17.1% | +19.7% |
| All | +22.6% | +7.3% | +15.3% | +19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling