+1,157.2%
URI vs APTV
-19.3%
+1,176.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +3.0% |
| 7D | +2.5% | +2.0% | +0.6% | +1.3% |
| 30D | -12.5% | -7.7% | -4.8% | -8.9% |
| 3M | -6.2% | -34.0% | +27.8% | +14.8% |
| 6M | +25.9% | -37.1% | +63.0% | +54.9% |
| YTD | +26.2% | -39.9% | +66.1% | +58.4% |
| 1Y | +5.5% | -44.4% | +49.9% | +38.0% |
| 3Y | +125.0% | -54.5% | +179.5% | +212.3% |
| 5Y | +210.4% | -69.1% | +279.5% | +419.4% |
| 10Y | +1,157.2% | -20.0% | +1,177.2% | +1,285.5% |
| All | +1,157.2% | -19.3% | +1,176.5% | +1,285.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling