+203.4%
URI vs ACWI
+67.7%
+135.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.7% |
| 7D | -2.0% | +0.5% | -2.5% | -2.6% |
| 30D | -12.9% | +0.9% | -13.8% | -14.0% |
| 3M | -6.7% | +2.4% | -9.1% | -10.0% |
| 6M | +19.0% | +12.4% | +6.6% | -0.1% |
| YTD | +25.5% | +15.2% | +10.4% | +1.4% |
| 1Y | +5.5% | +22.7% | -17.2% | -22.5% |
| 3Y | +111.3% | +75.8% | +35.5% | -7.7% |
| All | +203.4% | +67.7% | +135.7% | +46.9% |
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 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