+32.9%
URI vs AIG
+6.0%
+26.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.8% | -4.4% |
| 7D | -4.3% | +2.3% | -6.6% | -4.4% |
| 30D | +4.6% | +8.8% | -4.2% | +4.3% |
| 3M | -2.1% | +3.7% | -5.8% | -2.1% |
| 6M | +21.9% | +6.8% | +15.2% | +22.0% |
| YTD | +39.7% | -2.6% | +42.3% | +41.3% |
| 1Y | +32.9% | +3.7% | +29.1% | +30.1% |
| All | +32.9% | +6.0% | +26.9% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 1y: compounded portfolio wealth divided by compounded AIG 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…
1y analysis · Full analysis span regression · 6 months rolling