+7,430.2%
LNG vs URI
+8,158.7%
-728.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.4% | +2.5% |
| 7D | +4.5% | +2.6% | +1.9% | +3.7% |
| 30D | +8.0% | +9.1% | -1.0% | +5.2% |
| 3M | +15.0% | +1.0% | +14.0% | +14.1% |
| 6M | +27.1% | +23.3% | +3.7% | +18.0% |
| YTD | +58.1% | +43.3% | +14.8% | +37.4% |
| 1Y | +45.0% | +35.9% | +9.1% | +27.7% |
| 3Y | +82.6% | +158.6% | -76.0% | +27.8% |
| 5Y | +206.8% | +213.1% | -6.3% | +95.5% |
| 10Y | +796.3% | +1,213.1% | -416.8% | +241.6% |
| All | +7,430.2% | +8,158.7% | -728.5% | +1,073.3% |
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