+1,179.9%
URI vs AR
+52.0%
+1,127.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -2.0% | +2.5% | -4.5% | -2.5% |
| 30D | -12.9% | +14.8% | -27.7% | -15.6% |
| 3M | -6.7% | +6.2% | -13.0% | -8.4% |
| 6M | +19.0% | +4.3% | +14.7% | +16.7% |
| YTD | +25.5% | +14.4% | +11.2% | +20.1% |
| 1Y | +5.5% | +21.3% | -15.8% | -0.9% |
| 3Y | +111.3% | +39.8% | +71.5% | +87.7% |
| 5Y | +198.6% | +142.1% | +56.5% | +126.9% |
| All | +1,179.9% | +52.0% | +1,127.9% | +1,087.4% |
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