+289.3%
INTC vs URI
+7.3%
+282.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +3.9% |
| 7D | +7.1% | -2.0% | +9.1% | +7.8% |
| 30D | -5.2% | -12.9% | +7.7% | -0.3% |
| 3M | -14.3% | -6.7% | -7.6% | -11.6% |
| 6M | +110.2% | +19.0% | +91.2% | +99.1% |
| YTD | +159.6% | +25.5% | +134.1% | +142.2% |
| 1Y | +289.3% | +5.5% | +283.7% | +278.2% |
| All | +289.3% | +7.3% | +282.0% | +278.2% |
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