+3.5%
KMB vs URI
+136.1%
-132.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.1% | +8.7% | +1.7% |
| 7D | +0.4% | -12.9% | +13.3% | +0.8% |
| 30D | +14.1% | -3.4% | +17.6% | +14.2% |
| 3M | -0.5% | -10.0% | +9.5% | -0.3% |
| 6M | +16.6% | +12.2% | +4.4% | +15.8% |
| YTD | +13.7% | +29.8% | -16.0% | +11.9% |
| 1Y | +16.1% | +24.6% | -8.5% | +14.3% |
| All | +3.5% | +136.1% | -132.6% | -2.8% |
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