+10,214.8%
URI vs AGI
+5,459.2%
+4,755.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.8% |
| 7D | -2.0% | +0.6% | -2.6% | -2.0% |
| 30D | -12.9% | +18.2% | -31.2% | -14.3% |
| 3M | -6.7% | -4.1% | -2.6% | -6.7% |
| 6M | +19.0% | -28.7% | +47.7% | +21.9% |
| YTD | +25.5% | -4.0% | +29.5% | +24.8% |
| 1Y | +5.5% | +17.4% | -11.9% | +2.9% |
| 3Y | +111.3% | +203.0% | -91.7% | +87.3% |
| 5Y | +198.6% | +376.7% | -178.1% | +151.7% |
| 10Y | +1,179.9% | +407.5% | +772.4% | +914.3% |
| All | +10,214.8% | +5,459.2% | +4,755.6% | +7,047.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling