+425.7%
META vs URI
+1,313.6%
-888.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.9% | -1.8% | +3.2% |
| 7D | +5.7% | -4.0% | +9.7% | +6.9% |
| 30D | -10.8% | +6.8% | -17.6% | -12.6% |
| 3M | +8.4% | -2.8% | +11.2% | +8.8% |
| 6M | +5.4% | +20.9% | -15.5% | -1.3% |
| YTD | -2.6% | +40.2% | -42.8% | -14.9% |
| 1Y | +3.5% | +34.1% | -30.6% | -8.4% |
| 3Y | +102.0% | +164.1% | -62.1% | +39.3% |
| 5Y | +93.1% | +199.3% | -106.3% | +24.1% |
| 10Y | +425.7% | +1,218.8% | -793.2% | +136.5% |
| All | +425.7% | +1,313.6% | -888.0% | +136.5% |
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