+7,551.9%
URI vs AIG
-81.0%
+7,632.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.4% | -5.4% | -3.1% |
| 7D | -6.0% | +2.2% | -8.2% | -6.6% |
| 30D | +4.6% | +6.9% | -2.3% | +2.5% |
| 3M | -2.7% | +6.8% | -9.5% | -4.7% |
| 6M | +18.4% | +9.2% | +9.1% | +14.6% |
| YTD | +37.4% | -1.9% | +39.3% | +36.9% |
| 1Y | +30.4% | +9.7% | +20.7% | +25.5% |
| 3Y | +147.9% | +37.9% | +110.0% | +122.4% |
| 5Y | +202.1% | +56.8% | +145.3% | +162.4% |
| 10Y | +1,182.4% | +67.6% | +1,114.8% | +982.2% |
| All | +7,551.9% | -81.0% | +7,632.9% | +5,896.6% |
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