+74.7%
LNG vs URI
+126.5%
-51.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -6.0% | -5.5% |
| 7D | -6.2% | +2.5% | -8.7% | -6.4% |
| 30D | +8.0% | -12.5% | +20.5% | +9.4% |
| 3M | +16.9% | -6.2% | +23.1% | +17.3% |
| 6M | +8.7% | +25.9% | -17.2% | +4.8% |
| YTD | +43.0% | +26.2% | +16.8% | +36.7% |
| 1Y | +19.4% | +5.5% | +13.9% | +18.0% |
| 3Y | +74.7% | +125.0% | -50.3% | +49.8% |
| All | +74.7% | +126.5% | -51.8% | +49.8% |
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