+62.2%
INTC vs URI
+156.4%
-94.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.6% |
| 7D | +17.1% | +9.3% | +7.8% | +12.3% |
| 30D | -40.5% | +7.6% | -48.1% | -42.1% |
| 3M | -39.4% | +1.0% | -40.4% | -39.5% |
| 6M | -49.3% | +19.8% | -69.1% | -53.0% |
| YTD | +65.9% | +41.9% | +24.0% | +38.8% |
| 1Y | +61.5% | +33.4% | +28.1% | +39.5% |
| All | +62.2% | +156.4% | -94.2% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling