+147.4%
URI vs ACWI
+70.3%
+77.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | -9.8% | -2.4% | -7.4% | -6.9% |
| 30D | +1.7% | -5.2% | +6.9% | +9.2% |
| 3M | -9.1% | -4.8% | -4.2% | -2.9% |
| 6M | +9.9% | -1.3% | +11.2% | +11.3% |
| YTD | +31.2% | +8.4% | +22.8% | +15.6% |
| 1Y | +25.9% | +11.0% | +14.9% | +7.1% |
| 3Y | +147.4% | +70.6% | +76.8% | -1.9% |
| All | +147.4% | +70.3% | +77.0% | -1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling