+202.1%
URI vs AG
+5.9%
+196.1%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.8% | -1.3% |
| 7D | -6.0% | +6.0% | -11.9% | -6.7% |
| 30D | +4.6% | -13.5% | +18.1% | +6.4% |
| 3M | -2.7% | -20.7% | +18.0% | -0.2% |
| 6M | +18.4% | -31.5% | +49.9% | +22.6% |
| YTD | +37.4% | -10.1% | +47.5% | +34.9% |
| 1Y | +30.4% | +26.0% | +4.4% | +21.9% |
| 3Y | +147.9% | +228.9% | -81.0% | +92.1% |
| 5Y | +202.1% | +8.7% | +193.4% | +185.0% |
| All | +202.1% | +5.9% | +196.1% | +185.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling