+12.6%
PG vs URI
+215.5%
-202.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.4% | -2.1% |
| 7D | -3.4% | +5.0% | -8.4% | -3.6% |
| 30D | -2.6% | -9.4% | +6.8% | -2.2% |
| 3M | -3.3% | -5.8% | +2.5% | -3.2% |
| 6M | -6.7% | +25.8% | -32.6% | -8.0% |
| YTD | +1.7% | +27.9% | -26.1% | +0.1% |
| 1Y | -7.9% | +9.7% | -17.6% | -8.8% |
| 3Y | +0.9% | +128.0% | -127.0% | -6.2% |
| 5Y | +12.6% | +212.4% | -199.8% | -0.8% |
| All | +12.6% | +215.5% | -202.9% | -0.8% |
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 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