+179.2%
URI vs AGI
+310.5%
-131.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.8% |
| 7D | -9.8% | +16.0% | -25.7% | -11.7% |
| 30D | +1.7% | +1.0% | +0.8% | +1.4% |
| 3M | -9.1% | +2.5% | -11.5% | -9.7% |
| 6M | +9.9% | -24.0% | +33.9% | +13.1% |
| YTD | +31.2% | -17.2% | +48.5% | +32.0% |
| 1Y | +25.9% | +4.9% | +21.0% | +22.4% |
| 3Y | +147.4% | +142.6% | +4.8% | +99.0% |
| All | +179.2% | +310.5% | -131.4% | +101.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling