+1.6%
KMB vs URI
+138.8%
-137.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -3.0% | -1.9% |
| 7D | +0.5% | -9.8% | +10.2% | +0.7% |
| 30D | +12.4% | +1.7% | +10.6% | +12.3% |
| 3M | +1.0% | -9.1% | +10.0% | +1.2% |
| 6M | +12.1% | +9.9% | +2.3% | +11.5% |
| YTD | +11.6% | +31.2% | -19.6% | +9.8% |
| 1Y | +13.1% | +25.9% | -12.8% | +11.4% |
| 3Y | +1.6% | +147.4% | -145.8% | -4.6% |
| All | +1.6% | +138.8% | -137.2% | -4.6% |
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