+176.6%
URI vs ACWI
+55.1%
+121.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.8% | -3.3% | -1.8% |
| 7D | -12.9% | -4.0% | -8.9% | -7.8% |
| 30D | -3.4% | -5.8% | +2.4% | +5.1% |
| 3M | -10.0% | -5.0% | -5.0% | -3.3% |
| 6M | +12.2% | +0.7% | +11.5% | +10.5% |
| YTD | +29.8% | +8.4% | +21.3% | +14.2% |
| 1Y | +24.6% | +10.1% | +14.5% | +7.3% |
| 3Y | +137.6% | +70.8% | +66.8% | +8.1% |
| 5Y | +176.6% | +55.4% | +121.3% | +46.4% |
| All | +176.6% | +55.1% | +121.6% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling