+30.1%
PG vs URI
+212.5%
-182.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.7% | -0.8% |
| 7D | +0.2% | +2.6% | -2.4% | +0.1% |
| 30D | +10.2% | +9.1% | +1.1% | +9.7% |
| 3M | +16.2% | +1.0% | +15.3% | +16.1% |
| 6M | +18.6% | +23.3% | -4.7% | +17.3% |
| YTD | +20.4% | +43.3% | -22.9% | +17.9% |
| 1Y | +16.2% | +35.9% | -19.8% | +14.0% |
| 3Y | +19.9% | +158.6% | -138.8% | +10.8% |
| All | +30.1% | +212.5% | -182.4% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling