-18.6%
ORLY vs URI
+5.1%
-23.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.5% |
| 7D | -2.1% | -0.5% | -1.7% | -2.1% |
| 30D | -7.6% | -13.4% | +5.7% | -7.1% |
| 3M | -5.5% | -6.2% | +0.7% | -5.3% |
| 6M | -9.7% | +28.0% | -37.7% | -11.5% |
| YTD | -6.2% | +23.0% | -29.2% | -7.1% |
| 1Y | -18.6% | +5.5% | -24.2% | -17.8% |
| All | -18.6% | +5.1% | -23.8% | -17.8% |
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