+879.1%
INTC vs URI
+7,134.6%
-6,255.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +4.1% |
| 7D | +7.1% | -2.0% | +9.1% | +7.6% |
| 30D | -5.2% | -12.9% | +7.7% | -1.9% |
| 3M | -14.3% | -6.7% | -7.6% | -12.7% |
| 6M | +110.2% | +19.0% | +91.2% | +100.3% |
| YTD | +159.6% | +25.5% | +134.1% | +143.5% |
| 1Y | +289.3% | +5.5% | +283.7% | +280.2% |
| 3Y | +166.1% | +111.3% | +54.7% | +119.0% |
| 5Y | +94.4% | +198.6% | -104.2% | +45.0% |
| 10Y | +227.7% | +1,179.9% | -952.2% | +66.8% |
| All | +879.1% | +7,134.6% | -6,255.5% | +164.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling