+1,157.2%
URI vs AEE
+185.4%
+971.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.2% |
| 7D | +2.5% | +1.3% | +1.2% | +2.0% |
| 30D | -12.5% | -1.2% | -11.3% | -12.1% |
| 3M | -6.2% | +1.0% | -7.2% | -6.7% |
| 6M | +25.9% | -2.3% | +28.1% | +26.7% |
| YTD | +26.2% | +9.1% | +17.1% | +21.8% |
| 1Y | +5.5% | +10.6% | -5.1% | +1.3% |
| 3Y | +125.0% | +48.5% | +76.5% | +90.2% |
| 5Y | +210.4% | +39.9% | +170.6% | +166.9% |
| 10Y | +1,157.2% | +185.7% | +971.5% | +909.5% |
| All | +1,157.2% | +185.4% | +971.8% | +909.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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