-31.8%
LVS vs URI
+33.3%
-65.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.4% | +10.9% | +6.7% |
| 7D | +13.4% | -4.3% | +17.7% | +13.6% |
| 30D | +12.2% | +4.6% | +7.6% | +11.8% |
| 3M | -10.7% | -2.1% | -8.6% | -10.7% |
| 6M | -19.8% | +21.9% | -41.8% | -21.3% |
| YTD | -35.8% | +39.7% | -75.5% | -35.4% |
| 1Y | -31.8% | +32.9% | -64.7% | -30.1% |
| All | -31.8% | +33.3% | -65.1% | -30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling