+1,186.2%
URI vs AGI
+388.4%
+797.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.4% | -3.6% |
| 7D | -0.5% | -5.4% | +4.9% | -0.1% |
| 30D | -13.4% | +6.6% | -20.0% | -13.8% |
| 3M | -6.2% | +8.2% | -14.4% | -7.0% |
| 6M | +28.0% | -29.3% | +57.3% | +30.7% |
| YTD | +23.0% | -7.4% | +30.3% | +22.7% |
| 1Y | +5.5% | +7.9% | -2.4% | +4.0% |
| 3Y | +119.2% | +206.2% | -87.0% | +98.5% |
| 5Y | +201.0% | +397.6% | -196.6% | +162.6% |
| All | +1,186.2% | +388.4% | +797.8% | +1,032.4% |
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