+179.2%
URI vs AEE
+52.8%
+126.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.8% | +2.1% | -11.9% | -10.5% |
| 30D | +1.7% | +11.4% | -9.6% | -2.3% |
| 3M | -9.1% | +5.0% | -14.0% | -10.7% |
| 6M | +9.9% | +4.4% | +5.4% | +7.8% |
| YTD | +31.2% | +15.4% | +15.8% | +24.2% |
| 1Y | +25.9% | +13.8% | +12.2% | +19.7% |
| 3Y | +147.4% | +58.0% | +89.4% | +104.3% |
| All | +179.2% | +52.8% | +126.3% | +123.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling