+179.9%
LNG vs URI
+199.0%
-19.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.9% | -4.1% | +1.6% |
| 7D | -8.4% | -4.0% | -4.3% | -7.7% |
| 30D | +2.7% | +6.8% | -4.1% | +1.5% |
| 3M | +11.7% | -2.8% | +14.6% | +12.0% |
| 6M | +19.5% | +20.9% | -1.4% | +14.7% |
| YTD | +48.0% | +40.2% | +7.7% | +36.0% |
| 1Y | +38.4% | +34.1% | +4.3% | +28.4% |
| 3Y | +71.9% | +164.1% | -92.3% | +30.2% |
| 5Y | +179.9% | +199.3% | -19.5% | +99.4% |
| All | +179.9% | +199.0% | -19.1% | +99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling