+19.2%
U vs URI
+32.9%
-13.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.9% | -7.0% | -0.5% |
| 7D | +32.3% | -4.0% | +36.3% | +32.8% |
| 30D | +9.7% | +6.8% | +2.9% | +8.7% |
| 3M | +19.6% | -2.8% | +22.4% | +19.2% |
| 6M | +82.6% | +20.9% | +61.8% | +77.8% |
| YTD | +16.4% | +40.2% | -23.8% | +10.8% |
| All | +19.2% | +32.9% | -13.7% | +17.5% |
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