+189.7%
SW vs URI
+1,513.0%
-1,323.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.4% | +8.4% | +4.9% |
| 7D | +12.1% | -4.3% | +16.4% | +12.9% |
| 30D | +6.6% | +4.6% | +1.9% | +5.6% |
| 3M | -6.0% | -2.1% | -3.9% | -5.8% |
| 6M | +21.5% | +21.9% | -0.5% | +16.7% |
| YTD | +20.3% | +39.7% | -19.4% | +12.1% |
| 1Y | +28.1% | +32.9% | -4.7% | +20.4% |
| 3Y | +51.6% | +155.8% | -104.2% | +28.8% |
| 5Y | -0.1% | +202.4% | -202.6% | -18.6% |
| 10Y | +189.7% | +1,517.7% | -1,328.0% | +105.0% |
| All | +189.7% | +1,513.0% | -1,323.3% | +105.0% |
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