+54.4%
INTC vs URI
+32.9%
+21.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.9% | -1.4% | +2.4% |
| 7D | -1.0% | -4.0% | +3.0% | +0.8% |
| 30D | -43.3% | +6.8% | -50.1% | -44.3% |
| 3M | -41.6% | -2.8% | -38.8% | -40.6% |
| 6M | -52.5% | +20.9% | -73.3% | -54.6% |
| YTD | +60.9% | +40.2% | +20.7% | +41.4% |
| All | +54.4% | +32.9% | +21.5% | +44.0% |
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