+57.4%
INTC vs URI
+33.3%
+24.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.6% | -2.0% |
| 7D | -39.0% | -4.3% | -34.7% | -37.7% |
| 30D | -49.8% | +4.6% | -54.5% | -50.5% |
| 3M | -42.2% | -2.1% | -40.1% | -41.5% |
| 6M | -39.2% | +21.9% | -61.1% | -42.1% |
| YTD | +57.9% | +39.7% | +18.2% | +39.3% |
| 1Y | +57.4% | +32.9% | +24.5% | +46.1% |
| All | +57.4% | +33.3% | +24.1% | +46.1% |
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 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