+45.6%
UPS vs URI
+1,374.0%
-1,328.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.8% |
| 7D | 0.0% | -9.8% | +9.8% | +2.7% |
| 30D | +17.3% | +1.7% | +15.6% | +16.6% |
| 3M | +6.6% | -9.1% | +15.7% | +8.8% |
| 6M | +12.0% | +9.9% | +2.1% | +8.3% |
| YTD | +14.4% | +31.2% | -16.8% | +4.1% |
| 1Y | +23.3% | +25.9% | -2.6% | +13.4% |
| 3Y | -9.6% | +147.4% | -157.0% | -32.9% |
| 5Y | -34.1% | +179.7% | -213.9% | -54.0% |
| All | +45.6% | +1,374.0% | -1,328.4% | -29.6% |
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