+357.1%
IGV vs URI
+1,189.1%
-831.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.5% |
| 7D | -2.3% | -6.0% | +3.7% | -0.7% |
| 30D | -11.0% | +4.6% | -15.6% | -12.2% |
| 3M | -4.5% | -2.7% | -1.8% | -4.1% |
| 6M | +10.1% | +18.4% | -8.3% | +3.6% |
| YTD | -5.1% | +37.4% | -42.4% | -16.5% |
| 1Y | -10.2% | +30.4% | -40.6% | -19.8% |
| 3Y | +37.7% | +147.9% | -110.2% | -1.9% |
| 5Y | +15.7% | +202.1% | -186.4% | -24.7% |
| 10Y | +357.1% | +1,182.4% | -825.3% | +111.1% |
| All | +357.1% | +1,189.1% | -831.9% | +111.1% |
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 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