+106.4%
INTC vs URI
+1,189.1%
-1,082.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.3% |
| 7D | -4.0% | -6.0% | +2.0% | -1.5% |
| 30D | -44.5% | +4.6% | -49.1% | -45.2% |
| 3M | -40.4% | -2.7% | -37.7% | -39.7% |
| 6M | -53.5% | +18.4% | -71.8% | -56.2% |
| YTD | +57.5% | +37.4% | +20.2% | +38.0% |
| 1Y | +51.2% | +30.4% | +20.8% | +35.1% |
| 3Y | +51.6% | +147.9% | -96.3% | +5.9% |
| 5Y | +23.5% | +202.1% | -178.6% | -22.5% |
| 10Y | +106.4% | +1,182.4% | -1,076.0% | -11.9% |
| All | +106.4% | +1,189.1% | -1,082.7% | -11.9% |
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