+737.3%
PH vs URI
+1,313.6%
-576.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.9% | -2.7% | +0.6% |
| 7D | +3.0% | -4.0% | +7.1% | +5.2% |
| 30D | -0.6% | +6.8% | -7.4% | -4.5% |
| 3M | -10.7% | -2.8% | -7.9% | -10.1% |
| 6M | +9.1% | +20.9% | -11.8% | -3.2% |
| YTD | +9.5% | +40.2% | -30.7% | -13.8% |
| 1Y | +14.0% | +34.1% | -20.1% | -8.1% |
| 3Y | +138.9% | +164.1% | -25.3% | +25.2% |
| 5Y | +209.1% | +199.3% | +9.8% | +44.8% |
| 10Y | +737.3% | +1,218.8% | -481.5% | +61.4% |
| All | +737.3% | +1,313.6% | -576.3% | +61.4% |
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