+35.5%
KMB vs URI
+1,189.9%
-1,154.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.5% |
| 7D | -3.0% | +9.3% | -12.3% | -3.6% |
| 30D | +9.1% | +7.6% | +1.5% | +8.4% |
| 3M | -0.4% | +1.0% | -1.5% | -0.6% |
| 6M | +13.0% | +19.8% | -6.9% | +11.1% |
| YTD | +10.3% | +41.9% | -31.5% | +6.7% |
| 1Y | +8.2% | +33.4% | -25.2% | +5.1% |
| 3Y | +0.4% | +156.0% | -155.7% | -8.7% |
| 5Y | -2.7% | +209.5% | -212.2% | -14.2% |
| All | +35.5% | +1,189.9% | -1,154.4% | +1.1% |
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