+15.5%
MSCI vs URI
+30.2%
-14.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +1.5% |
| 7D | +2.7% | -6.0% | +8.6% | +2.4% |
| 30D | +16.2% | +4.6% | +11.6% | +16.4% |
| 3M | +17.1% | -2.7% | +19.8% | +16.7% |
| 6M | +13.0% | +18.4% | -5.4% | +13.0% |
| YTD | +15.8% | +37.4% | -21.6% | +15.7% |
| 1Y | +15.5% | +30.4% | -14.9% | +16.1% |
| All | +15.5% | +30.2% | -14.7% | +16.1% |
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 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