+7,712.8%
URI vs AIG
-81.6%
+7,794.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.4% | +4.5% | +6.2% |
| 7D | -4.0% | -3.4% | -0.7% | -3.1% |
| 30D | +6.8% | +3.4% | +3.4% | +5.7% |
| 3M | -2.8% | +1.7% | -4.6% | -3.4% |
| 6M | +20.9% | +5.7% | +15.2% | +18.2% |
| YTD | +40.2% | -5.1% | +45.4% | +41.2% |
| 1Y | +34.1% | +6.1% | +28.0% | +30.5% |
| 3Y | +164.1% | +35.5% | +128.7% | +138.4% |
| 5Y | +199.3% | +51.9% | +147.4% | +162.6% |
| 10Y | +1,218.8% | +68.2% | +1,150.6% | +1,014.5% |
| All | +7,712.8% | -81.6% | +7,794.3% | +6,085.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling