+16.9%
KMB vs URI
+1,179.9%
-1,163.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.7% |
| 7D | -3.0% | -2.0% | -1.1% | -2.9% |
| 30D | -5.5% | -12.9% | +7.5% | -4.5% |
| 3M | +14.0% | -6.7% | +20.7% | +14.4% |
| 6M | +4.1% | +19.0% | -14.9% | +2.2% |
| YTD | +8.0% | +25.5% | -17.5% | +5.5% |
| 1Y | -13.7% | +5.5% | -19.3% | -14.7% |
| 3Y | -5.9% | +111.3% | -117.3% | -13.2% |
| 5Y | -8.6% | +198.6% | -207.2% | -19.3% |
| All | +16.9% | +1,179.9% | -1,163.0% | -15.2% |
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 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