+7,128.3%
URI vs ALK
+356.0%
+6,772.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.2% | -3.9% | -5.8% |
| 7D | -12.9% | +7.1% | -20.0% | -15.7% |
| 30D | -3.4% | -3.0% | -0.4% | -2.8% |
| 3M | -10.0% | -25.6% | +15.6% | +0.2% |
| 6M | +12.2% | +0.5% | +11.7% | +8.9% |
| YTD | +29.8% | -23.1% | +52.8% | +37.4% |
| 1Y | +24.6% | -7.5% | +32.2% | +21.9% |
| 3Y | +137.6% | +15.3% | +122.3% | +99.6% |
| 5Y | +176.6% | -34.8% | +211.4% | +191.7% |
| 10Y | +1,402.6% | -41.2% | +1,443.7% | +1,433.7% |
| All | +7,128.3% | +356.0% | +6,772.3% | +2,719.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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