+203.4%
URI vs APA
+156.4%
+47.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +2.5% |
| 7D | -2.0% | +0.5% | -2.5% | -2.2% |
| 30D | -12.9% | +23.4% | -36.3% | -18.3% |
| 3M | -6.7% | +12.7% | -19.4% | -10.8% |
| 6M | +19.0% | +39.4% | -20.4% | +4.6% |
| YTD | +25.5% | +79.0% | -53.4% | +1.2% |
| 1Y | +5.5% | +88.8% | -83.3% | -17.5% |
| 3Y | +111.3% | +6.4% | +105.0% | +90.8% |
| All | +203.4% | +156.4% | +47.0% | +93.8% |
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