+179.2%
URI vs AR
+71.8%
+107.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +1.3% |
| 7D | -9.8% | -14.3% | +4.5% | -6.7% |
| 30D | +1.7% | +1.4% | +0.3% | +1.3% |
| 3M | -9.1% | +3.4% | -12.4% | -10.2% |
| 6M | +9.9% | -2.1% | +11.9% | +9.3% |
| YTD | +31.2% | +4.7% | +26.5% | +26.9% |
| 1Y | +25.9% | +10.6% | +15.4% | +19.6% |
| 3Y | +147.4% | +24.6% | +122.8% | +120.3% |
| All | +179.2% | +71.8% | +107.3% | +138.0% |
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