+7,104.6%
LNG vs URI
+7,134.6%
-29.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.1% |
| 7D | +3.4% | -2.0% | +5.4% | +4.0% |
| 30D | +14.9% | -12.9% | +27.8% | +19.4% |
| 3M | +21.4% | -6.7% | +28.1% | +22.9% |
| 6M | +17.8% | +19.0% | -1.2% | +9.4% |
| YTD | +51.3% | +25.5% | +25.8% | +37.0% |
| 1Y | +24.4% | +5.5% | +18.9% | +18.2% |
| 3Y | +79.7% | +111.3% | -31.6% | +33.4% |
| 5Y | +241.3% | +198.6% | +42.8% | +120.3% |
| 10Y | +603.1% | +1,179.9% | -576.8% | +168.5% |
| All | +7,104.6% | +7,134.6% | -29.9% | +1,070.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling