+39.0%
LVS vs URI
+6,234.7%
-6,195.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.9% | -8.2% | -4.5% |
| 7D | +5.2% | -4.0% | +9.2% | +6.6% |
| 30D | +12.0% | +6.8% | +5.2% | +7.8% |
| 3M | -11.5% | -2.8% | -8.7% | -11.5% |
| 6M | -23.2% | +20.9% | -44.1% | -31.6% |
| YTD | -36.7% | +40.2% | -76.9% | -49.2% |
| 1Y | -36.8% | +34.1% | -70.9% | -48.4% |
| 3Y | -10.5% | +164.1% | -174.7% | -50.5% |
| 5Y | +5.1% | +199.3% | -194.3% | -47.3% |
| 10Y | -14.0% | +1,218.8% | -1,232.8% | -82.5% |
| All | +39.0% | +6,234.7% | -6,195.6% | -95.1% |
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 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