+10,681.7%
URI vs AGI
+4,691.5%
+5,990.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.9% |
| 7D | -9.8% | +16.0% | -25.7% | -11.1% |
| 30D | +1.7% | +1.0% | +0.8% | +1.5% |
| 3M | -9.1% | +2.5% | -11.5% | -9.5% |
| 6M | +9.9% | -24.0% | +33.9% | +11.8% |
| YTD | +31.2% | -17.2% | +48.5% | +31.9% |
| 1Y | +25.9% | +4.9% | +21.0% | +23.9% |
| 3Y | +147.4% | +142.6% | +4.8% | +123.2% |
| 5Y | +179.7% | +315.2% | -135.4% | +138.5% |
| 10Y | +1,419.5% | +338.5% | +1,081.1% | +1,120.4% |
| All | +10,681.7% | +4,691.5% | +5,990.2% | +7,452.9% |
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