+30.4%
URI vs AG
+24.7%
+5.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.8% | -1.4% |
| 7D | -6.0% | +6.0% | -11.9% | -6.5% |
| 30D | +4.6% | -13.5% | +18.1% | +6.1% |
| 3M | -2.7% | -20.7% | +18.0% | -0.6% |
| 6M | +18.4% | -31.5% | +49.9% | +21.8% |
| YTD | +37.4% | -10.1% | +47.5% | +31.7% |
| 1Y | +30.4% | +26.0% | +4.4% | +17.4% |
| All | +30.4% | +24.7% | +5.6% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling