+1,135.8%
URI vs AR
+57.4%
+1,078.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +6.7% | +7.4% | -0.7% | +5.1% |
| 30D | +8.9% | +5.8% | +3.1% | +7.5% |
| 3M | +0.5% | +5.2% | -4.7% | -0.9% |
| 6M | +20.7% | +5.4% | +15.2% | +18.2% |
| YTD | +40.0% | +12.4% | +27.6% | +34.0% |
| 1Y | +34.4% | +12.8% | +21.6% | +28.2% |
| 3Y | +149.5% | +47.2% | +102.3% | +119.1% |
| 5Y | +205.6% | +101.1% | +104.4% | +142.2% |
| All | +1,135.8% | +57.4% | +1,078.5% | +996.0% |
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