+176.6%
URI vs AR
+75.2%
+101.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.8% | -4.3% | -6.5% |
| 7D | -12.9% | -11.7% | -1.2% | -10.5% |
| 30D | -3.4% | +1.8% | -5.3% | -3.9% |
| 3M | -10.0% | +6.0% | -16.0% | -11.7% |
| 6M | +12.2% | -7.0% | +19.2% | +12.9% |
| YTD | +29.8% | +5.6% | +24.2% | +25.2% |
| 1Y | +24.6% | +10.8% | +13.8% | +18.3% |
| 3Y | +137.6% | +19.3% | +118.3% | +114.1% |
| 5Y | +176.6% | +73.3% | +103.3% | +134.0% |
| All | +176.6% | +75.2% | +101.5% | +134.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling