+149.5%
URI vs APA
+45.9%
+103.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.6% |
| 7D | +6.7% | +8.5% | -1.8% | +4.8% |
| 30D | +8.9% | +2.8% | +6.1% | +7.9% |
| 3M | +0.5% | +21.7% | -21.2% | -4.4% |
| 6M | +20.7% | +32.6% | -12.0% | +11.4% |
| YTD | +40.0% | +103.7% | -63.7% | +10.5% |
| 1Y | +34.4% | +101.8% | -67.4% | +6.0% |
| 3Y | +149.5% | +48.1% | +101.4% | +109.9% |
| All | +149.5% | +45.9% | +103.5% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 3y: compounded portfolio wealth divided by compounded APA 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…
3y analysis · Full analysis span regression · 6 months rolling