+52.3%
LVS vs URI
+5,570.4%
-5,518.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.1% |
| 7D | -1.5% | -2.0% | +0.5% | -0.7% |
| 30D | -3.2% | -12.9% | +9.7% | +3.0% |
| 3M | -12.0% | -6.7% | -5.2% | -10.2% |
| 6M | -19.9% | +19.0% | -38.9% | -29.6% |
| YTD | -30.6% | +25.5% | -56.2% | -40.8% |
| 1Y | -17.7% | +5.5% | -23.3% | -24.6% |
| 3Y | -14.2% | +111.3% | -125.5% | -46.7% |
| 5Y | +9.6% | +198.6% | -188.9% | -44.8% |
| 10Y | +5.7% | +1,179.9% | -1,174.2% | -78.5% |
| All | +52.3% | +5,570.4% | -5,518.1% | -94.3% |
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