+379.6%
META vs URI
+1,179.9%
-800.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.6% |
| 7D | +6.7% | -2.0% | +8.7% | +7.2% |
| 30D | +4.8% | -12.9% | +17.7% | +8.7% |
| 3M | -1.6% | -6.7% | +5.1% | -0.4% |
| 6M | -7.5% | +19.0% | -26.5% | -13.5% |
| YTD | -6.4% | +25.5% | -31.9% | -15.0% |
| 1Y | -17.3% | +5.5% | -22.9% | -21.2% |
| 3Y | +109.9% | +111.3% | -1.4% | +56.7% |
| 5Y | +65.4% | +198.6% | -133.2% | +8.5% |
| All | +379.6% | +1,179.9% | -800.3% | +119.2% |
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