+79.1%
URI vs AHR
+401.6%
-322.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | +9.3% | +4.6% | +4.7% | +8.3% |
| 30D | +7.6% | +11.6% | -4.0% | +4.9% |
| 3M | +1.0% | +12.0% | -11.0% | -1.7% |
| 6M | +19.8% | +15.0% | +4.8% | +15.2% |
| YTD | +41.9% | +26.5% | +15.4% | +32.4% |
| 1Y | +33.4% | +25.0% | +8.4% | +24.6% |
| All | +79.1% | +401.6% | -322.5% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling