+32.9%
URI vs AR
+14.7%
+18.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.3% | +1.9% | -5.1% |
| 7D | -4.3% | -11.1% | +6.8% | -5.7% |
| 30D | +4.6% | +7.9% | -3.3% | +6.0% |
| 3M | -2.1% | +4.9% | -7.0% | -1.1% |
| 6M | +21.9% | -5.3% | +27.2% | +22.2% |
| YTD | +39.7% | +8.6% | +31.1% | +41.2% |
| 1Y | +32.9% | +13.7% | +19.2% | +31.3% |
| All | +32.9% | +14.7% | +18.1% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling