+1,182.4%
URI vs AGI
+335.7%
+846.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.3% | -1.7% |
| 7D | -6.0% | +13.9% | -19.9% | -6.9% |
| 30D | +4.6% | -6.2% | +10.8% | +5.0% |
| 3M | -2.7% | -6.9% | +4.3% | -2.4% |
| 6M | +18.4% | -28.7% | +47.1% | +20.7% |
| YTD | +37.4% | -19.8% | +57.1% | +38.3% |
| 1Y | +30.4% | -4.8% | +35.2% | +29.8% |
| 3Y | +147.9% | +144.3% | +3.6% | +129.1% |
| 5Y | +202.1% | +277.2% | -75.2% | +169.7% |
| 10Y | +1,182.4% | +365.9% | +816.6% | +1,032.7% |
| All | +1,182.4% | +335.7% | +846.8% | +1,032.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling