+50.6%
LYB vs URI
+33.3%
+17.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.4% | -0.4% | -4.9% |
| 7D | -6.2% | -4.3% | -1.9% | -6.3% |
| 30D | +6.3% | +4.6% | +1.7% | +6.5% |
| 3M | +4.1% | -2.1% | +6.2% | +4.1% |
| 6M | -15.5% | +21.9% | -37.4% | -15.4% |
| YTD | +50.2% | +39.7% | +10.5% | +45.7% |
| 1Y | +50.6% | +32.9% | +17.7% | +48.8% |
| All | +50.6% | +33.3% | +17.3% | +48.8% |
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