+226.8%
LOW vs URI
+1,157.2%
-930.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.0% |
| 7D | +0.4% | +2.5% | -2.2% | -0.5% |
| 30D | -10.1% | -12.5% | +2.5% | -5.9% |
| 3M | -2.9% | -6.2% | +3.3% | -1.3% |
| 6M | -19.4% | +25.9% | -45.3% | -27.1% |
| YTD | -15.4% | +26.2% | -41.6% | -24.1% |
| 1Y | -24.9% | +5.5% | -30.4% | -28.5% |
| 3Y | -7.8% | +125.0% | -132.8% | -35.8% |
| 5Y | +8.4% | +210.4% | -202.0% | -35.6% |
| 10Y | +226.8% | +1,157.2% | -930.4% | +11.2% |
| All | +226.8% | +1,157.2% | -930.4% | +11.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling