+47.4%
TER vs URI
+34.6%
+12.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.1% |
| 7D | +24.0% | +9.3% | +14.7% | +17.2% |
| 30D | -30.6% | +7.6% | -38.2% | -33.4% |
| 3M | -34.5% | +1.0% | -35.5% | -34.5% |
| 6M | -26.4% | +19.8% | -46.2% | -31.5% |
| YTD | +36.4% | +41.9% | -5.4% | +7.4% |
| 1Y | +47.4% | +33.4% | +14.0% | +22.9% |
| All | +47.4% | +34.6% | +12.9% | +22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling