+1,186.2%
URI vs AGI
+388.9%
+797.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.3% | -0.6% | -3.6% |
| 7D | -0.5% | -5.3% | +4.8% | -0.1% |
| 30D | -13.4% | +6.8% | -20.1% | -13.8% |
| 3M | -6.2% | +8.3% | -14.5% | -7.0% |
| 6M | +28.0% | -29.2% | +57.2% | +30.6% |
| YTD | +23.0% | -7.3% | +30.2% | +22.7% |
| 1Y | +5.5% | +8.0% | -2.5% | +4.0% |
| 3Y | +119.2% | +206.6% | -87.4% | +98.5% |
| 5Y | +201.0% | +398.1% | -197.1% | +162.6% |
| All | +1,186.2% | +388.9% | +797.3% | +1,032.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling