+150.2%
PSX vs URI
+159.0%
-8.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.2% | -1.0% | +2.3% |
| 7D | -0.4% | +2.6% | -2.9% | -0.9% |
| 30D | -8.1% | +9.1% | -17.2% | -9.9% |
| 3M | +15.9% | +1.0% | +14.9% | +15.3% |
| 6M | +49.4% | +23.3% | +26.0% | +40.5% |
| YTD | +104.7% | +43.3% | +61.4% | +80.5% |
| 1Y | +89.1% | +35.9% | +53.2% | +69.7% |
| All | +150.2% | +159.0% | -8.9% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling