+1,182.4%
URI vs AR
+52.4%
+1,130.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.3% | +0.4% | +3.8% |
| 7D | -6.0% | -5.8% | -0.2% | -4.8% |
| 30D | +4.6% | +4.8% | -0.2% | +3.5% |
| 3M | -2.7% | +1.5% | -4.2% | -3.4% |
| 6M | +18.4% | +4.7% | +13.7% | +16.2% |
| YTD | +37.4% | +9.2% | +28.2% | +32.3% |
| 1Y | +30.4% | +11.2% | +19.2% | +24.7% |
| 3Y | +147.9% | +46.2% | +101.7% | +118.1% |
| 5Y | +202.1% | +98.1% | +104.0% | +140.2% |
| 10Y | +1,182.4% | +54.5% | +1,127.9% | +1,052.0% |
| All | +1,182.4% | +52.4% | +1,130.0% | +1,052.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling