+54.1%
T vs URI
+1,313.6%
-1,259.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | -0.3% |
| 7D | +1.7% | -4.0% | +5.7% | +2.2% |
| 30D | -1.7% | +6.8% | -8.5% | -2.9% |
| 3M | -7.3% | -2.8% | -4.5% | -7.2% |
| 6M | -11.2% | +20.9% | -32.1% | -14.6% |
| YTD | -8.1% | +40.2% | -48.3% | -14.7% |
| 1Y | -8.0% | +34.1% | -42.1% | -14.1% |
| 3Y | +62.1% | +164.1% | -102.0% | +28.7% |
| 5Y | +55.7% | +199.3% | -143.6% | +16.7% |
| 10Y | +54.1% | +1,218.8% | -1,164.7% | -14.6% |
| All | +54.1% | +1,313.6% | -1,259.5% | -14.6% |
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