+209.5%
URI vs APA
+90.7%
+118.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.5% |
| 7D | +9.3% | +9.6% | -0.3% | +6.6% |
| 30D | +7.6% | -0.2% | +7.8% | +7.4% |
| 3M | +1.0% | +19.8% | -18.8% | -4.6% |
| 6M | +19.8% | +30.1% | -10.2% | +9.3% |
| YTD | +41.9% | +100.4% | -58.6% | +10.3% |
| 1Y | +33.4% | +105.2% | -71.8% | +2.5% |
| 3Y | +156.0% | +44.6% | +111.4% | +109.7% |
| 5Y | +209.5% | +88.8% | +120.7% | +124.0% |
| All | +209.5% | +90.7% | +118.8% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling