+806.8%
URI vs ALC
+34.7%
+772.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.0% | -6.1% | -6.6% |
| 7D | -12.9% | +7.6% | -20.5% | -16.7% |
| 30D | -3.4% | +21.1% | -24.6% | -13.6% |
| 3M | -10.0% | +8.5% | -18.5% | -14.7% |
| 6M | +12.2% | +2.8% | +9.4% | +8.1% |
| YTD | +29.8% | -2.4% | +32.1% | +28.4% |
| 1Y | +24.6% | +3.5% | +21.1% | +18.7% |
| 3Y | +137.6% | +4.2% | +133.4% | +116.9% |
| 5Y | +176.6% | -9.0% | +185.6% | +171.1% |
| All | +806.8% | +34.7% | +772.1% | +500.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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