+1,218.8%
URI vs ACWI
+226.8%
+992.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +2.8% |
| 7D | -4.0% | +0.3% | -4.3% | -4.4% |
| 30D | +6.8% | -2.8% | +9.6% | +11.8% |
| 3M | -2.8% | -3.2% | +0.3% | +2.2% |
| 6M | +20.9% | +1.3% | +19.6% | +17.9% |
| YTD | +40.2% | +11.2% | +29.0% | +17.2% |
| 1Y | +34.1% | +13.8% | +20.3% | +8.1% |
| 3Y | +164.1% | +76.2% | +87.9% | +6.2% |
| 5Y | +199.3% | +59.5% | +139.9% | +45.3% |
| 10Y | +1,218.8% | +222.2% | +996.6% | +143.9% |
| All | +1,218.8% | +226.8% | +992.0% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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