+537.5%
MAR vs URI
+1,189.1%
-651.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.7% | +3.5% |
| 7D | +2.9% | -6.0% | +8.8% | +5.2% |
| 30D | +17.0% | +4.6% | +12.5% | +14.2% |
| 3M | +23.2% | -2.7% | +25.9% | +23.5% |
| 6M | +21.7% | +18.4% | +3.4% | +10.7% |
| YTD | +38.9% | +37.4% | +1.5% | +14.8% |
| 1Y | +48.7% | +30.4% | +18.3% | +25.8% |
| 3Y | +122.9% | +147.9% | -25.0% | +33.2% |
| 5Y | +177.5% | +202.1% | -24.6% | +44.3% |
| 10Y | +537.5% | +1,182.4% | -644.9% | +71.1% |
| All | +537.5% | +1,189.1% | -651.5% | +71.1% |
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 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