+7,157.7%
LNG vs URI
+7,815.7%
-658.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.1% | +5.1% | +3.6% |
| 7D | -5.5% | -6.0% | +0.5% | -3.8% |
| 30D | +5.7% | +4.6% | +1.1% | +4.2% |
| 3M | +10.7% | -2.7% | +13.4% | +11.0% |
| 6M | +23.1% | +18.4% | +4.7% | +15.6% |
| YTD | +52.4% | +37.4% | +15.0% | +34.0% |
| 1Y | +40.0% | +30.4% | +9.7% | +24.8% |
| 3Y | +76.0% | +147.9% | -71.9% | +24.7% |
| 5Y | +194.7% | +202.1% | -7.4% | +89.7% |
| 10Y | +726.7% | +1,182.4% | -455.8% | +217.0% |
| All | +7,157.7% | +7,815.7% | -658.0% | +1,044.7% |
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