+1,182.4%
URI vs A
+312.5%
+870.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.3% |
| 7D | -6.0% | +1.4% | -7.4% | -6.6% |
| 30D | +4.6% | +4.3% | +0.3% | +1.9% |
| 3M | -2.7% | +19.8% | -22.5% | -13.8% |
| 6M | +18.4% | +54.4% | -36.0% | -12.1% |
| YTD | +37.4% | +31.7% | +5.6% | +12.0% |
| 1Y | +30.4% | +22.4% | +7.9% | +11.6% |
| 3Y | +147.9% | +67.7% | +80.2% | +63.0% |
| 5Y | +202.1% | +15.7% | +186.3% | +153.3% |
| 10Y | +1,182.4% | +308.7% | +873.7% | +408.5% |
| All | +1,182.4% | +312.5% | +870.0% | +408.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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