+306.9%
PSX vs URI
+209.3%
+97.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | +6.4% | +9.3% | -2.9% | +3.8% |
| 30D | -10.2% | +7.6% | -17.8% | -12.2% |
| 3M | +17.2% | +1.0% | +16.1% | +16.3% |
| 6M | +51.8% | +19.8% | +31.9% | +41.9% |
| YTD | +108.0% | +41.9% | +66.2% | +80.1% |
| 1Y | +96.1% | +33.4% | +62.7% | +73.4% |
| 3Y | +155.9% | +156.0% | -0.2% | +72.6% |
| 5Y | +306.9% | +209.5% | +97.4% | +151.9% |
| All | +306.9% | +209.3% | +97.6% | +151.9% |
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