+1,135.8%
URI vs ALLE
+211.7%
+924.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -2.2% |
| 7D | +6.7% | +3.6% | +3.2% | +3.6% |
| 30D | +8.9% | +25.9% | -17.0% | -11.4% |
| 3M | +0.5% | +15.8% | -15.2% | -12.2% |
| 6M | +20.7% | +48.1% | -27.4% | -15.8% |
| YTD | +40.0% | +22.0% | +18.1% | +15.0% |
| 1Y | +34.4% | +18.0% | +16.4% | +13.5% |
| 3Y | +149.5% | +93.1% | +56.4% | +35.7% |
| 5Y | +205.6% | +52.1% | +153.5% | +102.9% |
| All | +1,135.8% | +211.7% | +924.2% | +390.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling