+5,789.5%
URI vs ACWI
+330.1%
+5,459.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.8% | -3.3% | -1.3% |
| 7D | -12.9% | -4.0% | -8.9% | -7.3% |
| 30D | -3.4% | -5.8% | +2.4% | +5.8% |
| 3M | -10.0% | -5.0% | -5.0% | -2.7% |
| 6M | +12.2% | +0.7% | +11.5% | +10.3% |
| YTD | +29.8% | +8.4% | +21.3% | +13.2% |
| 1Y | +24.6% | +10.1% | +14.5% | +6.3% |
| 3Y | +137.6% | +70.8% | +66.8% | +4.2% |
| 5Y | +176.6% | +55.4% | +121.3% | +43.6% |
| 10Y | +1,402.6% | +223.3% | +1,179.3% | +179.5% |
| All | +5,789.5% | +330.1% | +5,459.3% | +511.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling