+203.4%
URI vs ALLE
+13.7%
+189.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +0.8% |
| 7D | -2.0% | -0.2% | -1.8% | -1.8% |
| 30D | -12.9% | -6.8% | -6.1% | -7.7% |
| 3M | -6.7% | +21.0% | -27.8% | -21.1% |
| 6M | +19.0% | +1.1% | +17.9% | +17.0% |
| YTD | +25.5% | -0.5% | +26.1% | +24.2% |
| 1Y | +5.5% | -7.3% | +12.8% | +10.9% |
| 3Y | +111.3% | +42.3% | +69.1% | +53.0% |
| All | +203.4% | +13.7% | +189.7% | +157.4% |
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