+462.9%
META vs URI
+1,173.3%
-710.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.2% | +3.3% |
| 7D | +5.2% | +6.7% | -1.6% | +3.2% |
| 30D | -13.0% | +8.9% | -21.9% | -15.3% |
| 3M | +7.9% | +0.5% | +7.4% | +7.2% |
| 6M | +4.2% | +20.7% | -16.4% | -2.4% |
| YTD | -2.5% | +40.0% | -42.6% | -14.9% |
| 1Y | +5.6% | +34.4% | -28.8% | -6.7% |
| 3Y | +96.8% | +149.5% | -52.7% | +37.9% |
| 5Y | +90.0% | +205.6% | -115.5% | +21.1% |
| All | +462.9% | +1,173.3% | -710.4% | +140.1% |
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