+6,893.4%
URI vs AIG
-82.5%
+6,975.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.5% | +1.9% |
| 7D | -2.0% | -0.9% | -1.0% | -1.7% |
| 30D | -12.9% | -4.9% | -8.1% | -11.7% |
| 3M | -6.7% | +4.5% | -11.2% | -8.2% |
| 6M | +19.0% | -1.4% | +20.4% | +19.0% |
| YTD | +25.5% | -9.8% | +35.3% | +28.4% |
| 1Y | +5.5% | -4.5% | +10.1% | +5.9% |
| 3Y | +111.3% | +37.4% | +73.9% | +90.3% |
| 5Y | +198.6% | +55.0% | +143.6% | +161.1% |
| 10Y | +1,179.9% | +63.7% | +1,116.2% | +994.2% |
| All | +6,893.4% | -82.5% | +6,975.9% | +5,528.1% |
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 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