+1,218.8%
URI vs A
+328.7%
+890.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.1% | +3.8% | +4.9% |
| 7D | -4.0% | +4.8% | -8.8% | -6.7% |
| 30D | +6.8% | +5.6% | +1.2% | +3.2% |
| 3M | -2.8% | +23.6% | -26.4% | -15.6% |
| 6M | +20.9% | +56.4% | -35.5% | -11.0% |
| YTD | +40.2% | +33.4% | +6.8% | +13.4% |
| 1Y | +34.1% | +23.7% | +10.4% | +14.1% |
| 3Y | +164.1% | +71.0% | +93.1% | +71.5% |
| 5Y | +199.3% | +16.8% | +182.5% | +149.7% |
| 10Y | +1,218.8% | +323.8% | +895.0% | +422.7% |
| All | +1,218.8% | +328.7% | +890.1% | +422.7% |
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