+176.6%
URI vs ALLE
+51.8%
+124.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.9% | -4.2% | -4.8% |
| 7D | -12.9% | 0.0% | -13.0% | -13.0% |
| 30D | -3.4% | +20.6% | -24.0% | -17.7% |
| 3M | -10.0% | +11.4% | -21.4% | -18.2% |
| 6M | +12.2% | +42.5% | -30.4% | -17.9% |
| YTD | +29.8% | +18.9% | +10.9% | +10.0% |
| 1Y | +24.6% | +14.2% | +10.4% | +9.3% |
| 3Y | +137.6% | +90.7% | +46.9% | +33.8% |
| 5Y | +176.6% | +52.5% | +124.1% | +82.7% |
| All | +176.6% | +51.8% | +124.8% | +82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling